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Southwest Wealth Strategies

Southwest Wealth Strategies

Enjoy your wealth without the worry

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    • Scottsdale, AZ
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Consumer Protection

Steps we take to protect your identity

We are committed to safeguarding all confidential information we may obtain about you through a combination of technical, administrative and physical safeguards.

Confirmations will be sent to you for changes to your address and online passwords. If you request these changes and don’t receive a confirmation – or receive a confirmation and did not request changes – please call our customer service representatives immediately.

Confirmations will also be sent to you when you request eDelivery of certain documents.

We will never send you an e-mail or send you a link to our website asking for confirmation of your passwords or to verify your confidential information unless you have previously asked us to do so.  Unsolicited requests you receive may be attempts at phishing and should be treated with extreme caution.

Secure email

We are committed to keeping all personal information we have about you confidential and secure.  That’s why we’ve established our Send Secure Email process.

When we need to send you confidential information quickly, you may agree to receive it via email.  To make sure that any confidential information is protected on its way to you, we will use Send Secure Email.

Click here to learn more about secure email

Website Security

Information you submit through our Website, as well as information we send back to you while you are visiting our Web site, is protected while passing through the Internet. We protect it when necessary with 128-bit encryption via Secure Sockets Layer (SSL) technology. We recommend that you use a browser that uses a 128-bit level of encryption. When you are in a secure environment, you will see an icon of a closed lock or a solid key in the bottom bar of your browser, depending on the browser.

Call us if you have any questions.

 

Let’s talk about your needs

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

Reach Out Now

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Contact

Southwest Wealth Strategies
6720 North Scottsdale Road
Suite 390
Scottsdale AZ 85253 USA
Get directions
480-397-7550
Contact

Navigation

  • 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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