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Southwest Wealth Strategies

Southwest Wealth Strategies

Enjoy your wealth without the worry

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    • Scottsdale, AZ
    • Tucson, AZ
    • Las Vegas, NV
    • Bozeman, MT
    • San Diego, CA
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About Us

Southwest Wealth Strategies, LLC was formed by bringing together a group of financial professionals with over 70-years of combined industry experience and over a quarter-billion under management (as of 01/2020) on the premise that a group of financial professionals, with diverse backgrounds and areas of experience, could more effectively meet the needs of their clients than individual financial professionals working alone.

Our company and its affiliates are established leaders in the financial services industry. With our experience and knowledge, we offer customized guidance and strategies to our clients. Our firm’s reputation for professional excellence and reliability gives our clients a high-level of confidence in the programs and products we recommend and help implement.

Our mission is simple:

to provide innovative and practical financial programs for our valued clients.

The Strength of Partnership:

Members of Southwest Wealth Strategies, LLC are financial professionals with Equitable Advisors, LLC, which boasts over 4,000 financial professionals nationally. Equitable Advisors affiliates include Equitable Life Insurance Company (NY, NY) and Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.)

Equitable Advisors does not provide tax or legal advice. Please consult your tax and/or legal consultants regarding your particular circumstances.

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Recent Posts

  • Southwest Wealth Strategies makes donation to NAU School of business
  • CEO John Arnold being interviewed on NBC news
  • CEO John Arnold KTAR interview
  • Scottsdale Airpark News – AXA Advisors Southwest Awarded as it Expands Reach
  • Scottsdale Airpark News – A Tale of Two Men

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Contact

Southwest Wealth Strategies
6720 North Scottsdale Road
Suite 390
Scottsdale AZ 85253 USA
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480-397-7550
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  • Home
  • About Us
    • Our Focus
    • Our Professionals
    • Our Philanthropy
    • In the Media
    • Photo Gallery
    • Consumer Protection
  • News & Research
    • LPL Commentaries
  • Contact Us
    • Scottsdale, AZ
    • Tucson, AZ
    • Las Vegas, NV
    • Bozeman, MT
    • San Diego, CA
  • Login/Register

Newsletter

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. 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. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.


Southwest Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.


PPG-135150 (Rev. 7/20) (Exp. 7/24)


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