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News,
04/04/2007
As many of you know, I have recently joined
Strategic Wealth Advisors, LLC
a Registered Investments Advisor providing Fee-Only financial advice and
wealth management services in Scottsdale. The new website is
www.XpertAdvice.com and my new
email is Jim@XpertAdvice.com.
You can also reach me at (480) 998-1798.
Our mailing address is: 9699 N Hayden Rd., #108-214, Scottsdale, AZ
85258.Strategic Wealth Advisors was founded in
December 1998 and is owned and operated by Laurie Bagley, CFA, and John
Bagley, CFP®, CPA. For four (4) consecutive years, Laurie has been
selected as one of The Nation’s Top 100 Wealth Advisors by Robb Report`s
Worth Magazine.
Additionally, John has been selected three times in a row as
one of the Top 150 Best Financial Advisors for Doctors by the
national magazine, Medical
Economics.
I have been brought to Strategic Wealth Advisors to
continue the tradition of excellence. Much of my experience is in
managing the wealth of clients during and after a transition period such
as a divorce, loss of a spouse, or retirement. Guiding clients through
difficult decisions while ensuring financial stability and security is a
key value I bring to my clients. My comprehensive approach to
investments and financial planning is a perfect fit for the new firm and
its clientele.
I am excited to be on board and hope that you will
take the opportunity to get to know John and Laurie better. As I now
say, three minds are better than one!
Sincerely yours,
Jim Schwartz, CFP®, CDFA™
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Web site updated
April 03, 2007 |
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Desert Valley Financial Planning, LLC
(“DVFP”) is an Arizona registered investment advisor located in Gilbert, AZ.
DVFP and its representatives are in compliance with the current registration
requirements imposed upon registered investment advisors by those states in
which DVFP maintains clients. DVFP may only transact business in those
states in which it is registered, or qualifies for an exemption or exclusion
from registration requirements. DVFP’s website is limited to the dissemination
of general information pertaining to its investment advisory services.
Accordingly, the publication of DVFP’s website on the Internet should not be
construed by any consumer and/or prospective client as DVFP’s solicitation to
effect, or attempt to effect transactions in securities, or the rendering of
personalized investment advice for compensation, over the Internet.
Furthermore, the information resulting from the use of tools or information on
this website should not be construed, in any manner whatsoever, as the receipt
of, or a substitute of for, personalized individual advice from DVFP. Any
subsequent, direct communication by DVFP with a prospective client shall be
conducted by a representative that is either registered, or qualifies for, an
exemption or exclusion from registration in the state where the prospective
client resides. For information pertaining to the registration status of
DVFP, please contact the state securities law administrators for those states in
which DVFP is registered. A copy of DVFP’s current written disclosure
statement discussing DVFP’s business operations, services and fees is available
from DVFP upon written request. DVFP does not make any representations or
warranties as to the accuracy, timeliness, suitability, completeness or
relevance of any information prepared by any unaffiliated third party, whether
linked to DVFP’s website or incorporated herein, and takes no responsibility
therefore. All such information is provided solely for convenience
purposes only and all users thereof should be guided accordingly.
