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Southwest Wealth Strategies

Southwest Wealth Strategies

Enjoy your wealth without the worry

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Nick Obie, CFP®

Partner, CFP®

  • (480) 444-3724
  • nick@southwestwealthstrategies.com

Since becoming a Financial Professional in 2012, Nick Obie has built his practice on a straightforward and honest approach in an ever-changing industry. He provides his clients with high level investment and financial advice to help them define and reach their financial goals through all stages of their lives.

With the strength and resources of a large organization behind him, Nick is able to assist clients with a comprehensive approach. He works with individuals, families, and business owners in the following areas:

Retirement Planning

• Helping clients address the Accumulation, Preservation, and Distribution phases of retirement

Risk Management

• Permanent (VUL, UL, WL) and Term Life Insurance
• Long-Term Care Insurance
• Disability Insurance
• Health Insurance

Business Planning

• 401k and other Company Sponsored Plans
• Business Benefits: Health & Disability Insurance
• Buy-Sell and Key Person Life Insurance
• Additional Retirement Plans: 403(b)/457(b) Plans
• Deferred Compensation Programs and Non-Qualified
• Retirement Plans

Investment Management and Allocation Strategies

• Fee Based, Brokerage, and Mutual Fund Accounts
• Estate Conservation Strategies
• College Funding Strategies

Nick’s educational background began at the University of Redlands where he earned a Bachelor’s of Science in Financial Economics with a minor in Accounting. He holds the FINRA Series 7, 63, 65 and 24 registrations as well as his Life and Health Licenses.

Nick lives and spends time between Montana and Arizona with his wife Hillary and two children, and when he is not meeting with clients, he enjoys golfing, skiing, traveling, and being with family and friends.

CFP® – CFP® and CERTIFIED FINANCIAL PLANNER TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

CA Insurance License #0I74073

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

 

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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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  • 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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