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Southwest Wealth Strategies

Southwest Wealth Strategies

Enjoy your wealth without the worry

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Jake Tavrytzky

Financial Professional

  • (480) 656-1053
  • jake@southwestwealthstrategies.com

Jake’s practice is focused on creating value for his clients through insurance and investment planning, with a concentration on creating strategies that are molded to client’s unique needs. Jake strives to provide his clients education and remove uncertainty in the ever evolving financial world.

Helping people has always been ingrained in Jake’s DNA. Before he began working in financial services, Jake worked as an EMT and wild-land firefighter.

Jake was born and raised in Phoenix, and later attended Northern Arizona University, where he was a leader in his Delta Chi fraternity and graduated with honors with a Bachelor of Science and Business Administration in Finance from the W.A. Franke College of Business. Jake has also been involved with Rotary International for several years. Through Rotary, Jake enjoyed a year-long foreign exchange to Chile, and he is still involved with different Rotary programs today as a Rotarian in the Rotary Club of Camelback Crossroads.

Outside of the office, Jake loves to hike, bike, ski, and spend time with his family, friends, and dog.

 

Check the background of this financial professional on FINRA’s BrokerCheck

 

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

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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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