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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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Our Focus

The Financial Professionals of Southwest Wealth Strategies, LLC. focus their practice in 5 key areas:

Investment Management and Portfolio Construction

We go beyond the basics of asset allocation to provide customized investment strategies using a process we call Diversification 2.0. We seek to diversify your accounts across different tax-classifications, with complementing methodologies, distinct themes, and asset types. Because we are not tied to proprietary investment products our recommendations are truly based on what we believe is best for achieving your goals.

Retirement Accumulation and Retirement Distribution Planning

We start with a clear picture of what retirement looks like to you, then design a plan to help you realize that vision. We believe your goals should dictate your investment and savings decisions, not the other way around. Based on these goals we will identify your desired “personal rate of return” and develop a custom accumulation and distribution strategy tailored toward achieving your unique retirement vision.

Risk Management – Including Phase II Insurance Planning

A financial strategy is only as good as its foundation and without proper protection life’s curve balls can disrupt or even derail the best laid plans. Protecting your plan against unforeseen events is paramount to achieving long-term financial success. We help ensure that you have the right protection in place, and that your existing strategy is continually monitored and updated to align with your current needs.

Estate Planning Strategies

The old adage of “you can’t take it with you” remains true. Working collaboratively with your tax-professionals and legal council we help provide confidence that the wealth you have created will be transferred on your terms as efficiently and effectively as possible to your heirs and beneficiaries.

Small Business Benefits Planning

As a small business owner your focus is on the growth and prosperity of your business, but you also have personal financial and family goals, as well as the development and retention of key employees and executives. We can help provide planning that addresses all three areas of concern, allowing you to focus on what you do best…your business.

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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