Our Firm

 Scottsdale Wealth Advisors is committed to helping you pursue your long-term financial goals. As specialists in retirement planning and estate conservation, we can help you answer the questions you may have about your financial future, such as:  

• Will I be able to retire early?
• How much money will I need in order to retire?
• How can I get the most out of my 401(k)?
• Should I have a traditional IRA or a Roth IRA?
• How can I position my investments for higher potential returns while reducing risk?
• How can I "inflation-proof" my investment income?
• Do I need disability income insurance? Long-term care insurance?
• How can I ensure that my children receive as much as possible from my estate?
• What do I need to know about wills, trusts, and probate?  

Scottsdale Wealth Advisors is a full-service financial firm committed to helping people achieve their financial goals. We offer a wide range of financial products and services to individuals and business owners. By providing sound financial information, we believe you will be better able to identify your goals and make sound decisions to help reach them. Please call us at 480-664-6060 if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don't have it, we know someone who does.