Our Mission: To be our Clients' trusted advisor, providing sound financial advice and personalized service. From education to retirement planning and investment management, we coordinate your financial "big picture" so you don't have to! A family-owned business founded in 1999, Strategic Wealth Advisors (SWA) provides a personal, coordinated approach to wealth management.
Our knowledgeable team will help weave your financial world together by creating a plan that will guide you toward stability and security for many years to come. Personalized service and attention to detail sets us apart from our competition and provides the confidence that your needs are put first.
Our knowledgeable team will help weave your financial world together by creating a plan that will guide you toward stability and security for many years to come. Personalized service and attention to detail sets us apart from our competition and provides the confidence that your needs are put first.
Services
Prior to banking, . John's career began in public accounting where he provided tax planning services to high net worth individuals, closely held businesses and wealthy families. After public accounting, John moved into real estate development where he. With over 20 years in the financial services industry, Jim's specialty is working with individuals during and subsequent to a transition period such as the loss of a spouse or divorce.
With over 70 years of combined experience, our team has the knowledge and experience to effectively manage every aspect of your finances. We work on a fee-only basis and do not accept commissions for recommending any products. As fiduciaries, our goal is to be your long-term partner and provide advice based on your needs, not ours.
Arizona Foothills Magazine - SWA voted the Best of the Valley by voters throughout the state of Arizona. Best of Scottsdale Awards - SWA selected among the Best of Scottsdale Financial Consultants. Various Publications - Our advisors are frequently quoted in local and national publications such as Money Magazine, Newsweek, The Arizona Republic and The Phoenix Business Journal and have appeared on ABC 15 News.
PLEASE NOTE: The information being provided is strictly as a courtesy, with permission obtained from each third party listed. When you link to any of these web-sites provided here with you are leaving this site. Strategic Wealth Advisors makes no representation as to the completeness or accuracy of information provided at these sites.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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