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Southwest Wealth Strategies

Southwest Wealth Strategies

Enjoy your wealth without the worry

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    • Our Focus
    • Our Professionals
    • Our Philanthropy
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  • News & Research
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    • Scottsdale, AZ
    • Tucson, AZ
    • Las Vegas, NV
    • Bozeman, MT
    • San Diego, CA
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Our Professionals

When you work with Southwest Wealth Strategies you have access to a diverse team of financial professionals with more than 100-years of combined industry experience. We feel a collaborative, team-approach to planning most effectively meets the needs of our valued clients. Together, our team provides fee and non-fee based asset modeling services on over a Quarter Billion dollars placed under our management (as of 08/2020).

 

John Arnold
CEO, Managing Partner, CFP®
Scottsdale, AZ
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Mark Asher
Senior Partner, Qualified Plan Specialist
Scottsdale, AZ
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Sean Burke
Financial Consultant, CFP®
Scottsdale, AZ
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Ray Dimuzio
President, Senior Partner, CFP®
Scottsdale, AZ
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Michelle Gale-Star
Director of Operations
Scottsdale, AZ
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Austin Graff
Director of Retirement Strategies
Scottsdale, AZ
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George James
Insurance Strategies, Partner
Scottsdale, AZ
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Chris Lanier
Director of Business Strategies, Senior Partner
Scottsdale, AZ
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Matthew McClure
Financial Consultant
San Diego, CA
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Benjamin Miles
Senior Partner, CFP®, CLU
Scottsdale, AZ
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Nick Obie
Partner, CFP®
Bozeman, MT & Scottsdale, AZ
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Richard Ratner
Director of New Business, CFP®
San Diego, CA
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Nicholas Sanchez
Financial Consultant
San Diego, CA
Profile
William Scarlett
Financial Advisor
Las Vegas, NV
Profile
Jeromy Scott
Financial Consultant
Scottsdale, AZ
Profile
Jake Tavrytzky
Financial Professional
Scottsdale, AZ
Profile

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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
Get directions
480-397-7550
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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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