• Gainey Center II 8501 N. Scottsdale Road, Arizona
  • info@SWAFirm.com
  • (480) 597-4729
Client log in
Scottsdale Wealth Advisory logo
  • About Us
    • Our Values
    • Our Team
  • Services
    • Wealth Management
      • Investments
      • Annuities
      • Life Insurance
      • Long-Term Care
      • End of Life
    • Retirement Planning
      • Custom Portfolio Design
      • Stress Testing and Fee Analysis
      • 401k, 403b Rollover
      • Social Security Optimization
    • Estate Planning
    • Tax Planning
  • Education
  • Connect
  • Call: 480-247-9090
  • SCHEDULE APPOINTMENT
Scottsdale Wealth Advisory logoiconScottsdale Wealth Advisory logo ×
  • About Us
    • Our Values
    • Our Team
  • Services
    • Wealth Management
      • Investments
      • Annuities
      • Life Insurance
      • Long-Term Care
      • End of Life
    • Retirement Planning
      • Custom Portfolio Design
      • Stress Testing and Fee Analysis
      • 401k, 403b Rollover
      • Social Security Optimization
    • Estate Planning
    • Tax Planning
  • Education
  • Connect
  • Scottsdale Wealth Advisory Gainey Center II 8501 N. Scottsdale Road, Ste 205 Paradise Valley, AZ 85253
  • (480) 247-9090
  • info@SWAFirm.com

Our Recent Posts

Scottsdale Wealth AdvisoryEducationFinance Advisor
roll over 401k
Advice

How to Roll Over a 401(k): 6 Essential Steps

  • by scottsdalewa1
  • February 18, 2025

Read Our Recent Posts Get Every Update

man typing on laptop
  • May 15, 2025

What is Estate Planning?

family walking on beach
  • May 13, 2025

Life Insurance Planning: 5 Helpful Tips to Get You Started

  • May 12, 2025

What Is An Annuity?

You’ve Got the Annuity—What’s Next?
  • May 12, 2025

You’ve Got the Annuity—What’s Next?

WE HELP YOU ON EVERY STEP OF THE JOURNEY

Schedule Your ‍Financial Coaching Session Today!

Schedule your financial coaching session to learn more about finding true-balance in your money management. This complimentary one-hour session will help uncover where any deficiencies hide within your current financial plan that can be catastrophic to living your retirement on your terms.

Chat with Us
iconiconScottsdale Wealth Advisory logo
  • Gainey Center II
  • 8501 N. Scottsdale Road, Ste 205
    Paradise Valley, AZ 85253
  • (480) 247-9090
  • info@SWAFirm.com

Company

  • About Us
  • Our Values
  • Our Team
  • Education
  • Connect
  • Client Log In

© 2025 Scottsdale Wealth Advisory, LLC. All Rights Reserved.