Scottsdale, AZ East Shea Blvd Office
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Strategic Wealth Advisors, LLC
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About
Strategic Wealth Advisors serves individuals, business entities, trusts, estates and retirement plans by providing discretionary investment management and, when requested, standalone financial planning and consulting. The firm operates on a fee-only, percentage-of-assets-under-management basis and also offers a WealthBuilder program for younger clients affiliated with existing clients or who meet select savings criteria.
The firm implements portfolios using a mix of analytical methods—charting, fundamental, technical and cyclical analysis—and primarily pursues long- and short-term purchases while retaining the ability to use short sales, margin and options strategies when appropriate. Strategic Wealth Advisors conducts ongoing account reviews, may recommend separate account managers, and will review non-traditional or private investments (including private funds and real‑asset interests) while disclosing associated valuation and liquidity limitations.
Compared with many peers, the firm discloses formal third‑party solicitation arrangements and pays referral fees to outside promoters, with solicitors required to provide disclosure documents to prospects, which the brochure describes as part of its client acquisition practices. The brochure also notes receipt of support services from custodians such as Charles Schwab and Fidelity and includes written policies on personal trading and conflicts of interest, as well as specific disclosures about private fund valuation and rollover conflicts.
Based on Strategic Wealth Advisors, LLC
Expertise
Based on Strategic Wealth Advisors, LLC
Location
9375 East Shea Blvd, Suite 100
Scottsdale AZ 85260
Advisors at this office
3
Advisors at this office
John B
CFP®
Scottsdale, AZ
Strategic Wealth Advisors, LLC
John Bagley is a CFP® professional with 24 years of experience in financial advising. He has been with Strategic Wealth Advisors, LLC in Scottsdale, AZ since 2001. Strategic Wealth Advisors serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management and standalone financial planning and consulting. The firm employs a mix of analytical methods and offers flexible investment strategies, including long- and short-term purchases as well as options and margin trading when appropriate.
James S
CFP®, Series 66
Scottsdale, AZ
Strategic Wealth Advisors, LLC
James Schwartz is a CFP® and Series 66 credentialed financial advisor with 24 years of industry experience. He has been with Strategic Wealth Advisors, LLC since 2007. The firm serves individuals, business entities, trusts, estates, and retirement plans by providing discretionary investment management along with standalone financial planning and consulting. Strategic Wealth Advisors employs a mix of analytical methods and offers a WealthBuilder program for younger clients connected to existing clients or meeting certain savings criteria.
Laurie B
CFA®, Series 63, Series 65
Scottsdale, AZ
Strategic Wealth Advisors, LLC
Laurie Bagley is a CFA® charterholder with 27 years of industry experience, currently serving as an advisor at Strategic Wealth Advisors, LLC in Scottsdale, AZ. She has been with the firm since 1999. Strategic Wealth Advisors provides discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and retirement plans. The firm employs a variety of analytical methods and investment strategies, including the use of short sales, margin, and options, while offering specialized programs such as the WealthBuilder program for younger clients.
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