HELPING YOU ENJOY YOUR WEALTH

It starts with a deeper understanding of your individual needs.

Our financial professionals take the time to get to know you and your unique goals before making personalized recommendations.

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Services we provide

Experience an individualized approach & fresh thinking.

Grow & Protect Your Business

Attract and retain great employees with excellent benefits. And help ensure your business is prepared for the unexpected. Learn More about Grow & Protect Your Business

Cultivate Your Wealth

Invest smartly for the future, have enough to maintain your lifestyle, and help ensure an easy transfer of wealth to your family. Learn More about Cultivate Your Wealth

Why a CFP® Is Critical

Work with a professional CERTIFIED FINANCIAL PLANNER™ who has your best interests in mind. Why dealing with a CFP® can change everything! Learn About CFPs® about Why a CFP® Is Critical

We find strategies to help you address problems through good old-fashioned creativity.

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Our Process

We help you address business problems with creative strategies.

Consult

Meet with one of our advisors and review your goals and your personal or business situation.

Plan

We will work together to develop a plan to help you achieve your goals.

Protect

Benefit from confidence that your interests are taken care of.

Let’s talk about your needs

Get in touch with us and schedule a time to go through your goals.

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Southwest Wealth Strategies

6720 North Scottsdale Road
Suite 390
Scottsdale AZ 85253 USA

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480-397-7550

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The Retirement Planning Specialist title is awarded by AXA Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and AXA Advisors' affiliate, AXA Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for AXA Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact AXA Equitable atretirement@axa-equitable.com. Complaints about an AXA Advisors FP should be directed to customer.relations@axa-equitable.com.

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products through AXA Network, LLC. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer.

Southwest Wealth Strategies is not a registered investment advisors, and is not owned or operated by AXA Advisors or its affiliates.

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PPG 133150 (4/18)(Exp 4/20)