Strategic Wealth Advisors, LLC

John Bagley, CFP, CPA, MBA
We are an independent, fee-only coordinated wealth management firm dedicated to meeting your needs. We view each client as unique, with circumstances and financial needs that require customized planning. We work with you and your team (accountant, attorney, insurance agent, etc.) to ensure coordinated and seamless advice. If you do not already have a team in place, we assist in establishing relationships with other advisors where necessary. Please visit us at Xpertadvice.com to learn more about our philosophy and services.

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(480) 998-1798

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Strategic Wealth Advisors, LLC / Financial Advisor in Scottsdale, Arizona

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