Financial Planners in
Phoenix, AZ

PSP & Associates is now
Strategic Wealth Designers

PSP & Associates is incredibly excited to join Strategic Wealth Designers. The PSP staff will continue to serve existing clients in the Phoenix market, while using SWD’s extensive resources to help even more families secure their retirement in the surrounding areas.

Check out this video from PSP financial advisor, Phillis Sax Pilvinis for more info on what this change might mean for you.

We are a fiduciary firm offering a wide variety of financial services.

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Wealth
Management

We specially tailor our investment strategies and plans to help you manage your assets. Whether you need advice on rising taxes or appropriate risk tolerance for your situation, we can help. We are a fiduciary firm, committed to providing wealth management recommendations that are in your best interest.

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Retirement
Planning

Planning for retirement begins with understanding your retirement goals and how long you have to meet them. Once we have a good grasp on your priorities, we can guide you towards choosing the right accounts to invest in that put you in the driver's seat on the path to achieving your retirement goals.

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Fiduciary
Advising

Not all advisors are required to put you first. Only financial advisors who are fiduciaries are REQUIRED to act in the best interests of their clients. As a fiduciary, SWD offers a variety of services tailored to the client’s needs/goals which include wealth accumulation, asset protection, life insurance, retirement income strategies, annuities and more.

Portfolio Management

Your portfolio management style will be defined by your goals. Saving for a house requires a different strategy than saving for retirement. We want to help you determine those goals give you advice that fits your personal needs. Let us handle the hard stuff like asset location, rebalancing, tax minimization, etc.

Phoenix

Reach Out

Where?


9220 W Union Hills Drive, Suite 101
Peoria, AZ 85382
877-934-7687 

Need Help?

Email us at
info@swdgroup.com if you have any questions