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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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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.

Plan to invest smartly for the future, have enough to maintain your lifestyle, and ensure an easy transfer of wealth to your family.

Am I Maximizing My Saving Potential

Are you getting the most out of your money?

One of the benefits with working with a Southwest Wealth Strategies financial professional is that you will develop a long-term relationship with your advisor and experience superior client service. When you work with us, we will identify your unique goals and ensure that your money is working specifically for you.

All too often, people do not know if they are saving enough or where the best places to save are for them.

We help you review your specific savings goals (retirement, college planning, major purchases, etc.) and construct a focused plan for each. There are a host of investment vehicles available and we want to make sure you are comfortable and confident that your money is being invested optimally to help you achieve your objectives.

Discuss Investment Strategies

I Want to Maintain My Lifestyle in My Retirement

For those at or near retirement, running out of money is their greatest concern. We understand the stress this can place on you during your “golden years”. Our planning focus goes beyond simply preserving wealth and focuses more on maintaining your ideal lifestyle in retirement.

In retirement you want to know you will still be able to travel freely. You may want to spoil grand kids or other family and friends. Perhaps creating a legacy or giving to charity is your desire. Regardless of your goal, you definitely don’t want to have to go back to work.

We will work with you to help protect your assets, align your investments with your goals, and help you manage your cash-flow by focusing on income and budgeting techniques to close any gaps.

Discuss Retirement Strategies

I Want My Family to Be Taken Care of if Something Happens to Me

Things happen. To everybody. In the eventuality that something does happen, the last thing you want is for your hard earned assets to go to the state rather than your beneficiaries.

With a little forethought, we can assist in making sure that things go smoothly in tough times. We help with beneficiary designations, titling, and work with your attorney who will create wills and trusts to ensure that the assets go where they should – with no drama, diversion or fighting.

By making some arrangements ahead of time, we can remove one of the great worries and focus on enjoying the wealth you worked so long and hard to build.

Discuss Family Protection Options

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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