James Schwartz

CFP®, RICP®

Strategic Wealth Advisors, LLC

Senior Advisor

Contact Me

James Schwartz

CFP®, RICP®

Strategic Wealth Advisors, LLC

Senior Advisor

My expertise is assisting Widows and Widowers through this enormously challenging life transition and then focusing on achieving and maintaining financial independence. As a Fiduciary fee-only financial advisor, your needs come first. - James Schwartz, CFP®, RICP®

Contact Me

480-998-1798 ext. 3

Website

Fiduciary fee-only financial advisor specializing in working with widows and widowers

Meet James Schwartz

With over 20 years in the financial services industry, Jim joined Strategic Wealth Advisors, LLC in 2007 after running an independent financial planning firm. He has also taught community college courses on various financial planning topics. Prior to his financial career, Jim served in the US Air Force for twelve years as an A-10 and F-16 fighter pilot flying more than forty combat missions over Iraq and Bosnia as well as instructing student pilots at the former Williams Air Force Base in Mesa, Arizona

Jim earned his Bachelor of Science degree in Electrical Engineering from Pennsylvania State University. While taking graduate coursework he was sponsored by the Small Business Administration and the University of West Florida to provide financial consulting to small local businesses.

He has earned the Certified Financial Planner (CFP®) and Retirement Income Certified Professional (RICP®) designations and is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). 

He has been quoted in Money Magazine and the The Arizona Republic and has been featured on ABC 15 News. Jim regularly speaks around the Valley on the topics of maximizing Social Security retirement and survivor benefits and the financial issues facing bereaved spouses.

As a Senior Advisor, Jim's specialty is working with individuals during and subsequent to a transition period such as the loss of a spouse or divorce. He is particularly skilled in his ability to guide his clients through difficult decisions while ensuring the stability of their finances.   One of his initiatives for the widowed community is the establishment of four widowed-to-widowed grief support groups in the Phoenix area. Jim has also organized several weekend conferences for the widowed community and founded a non-profit dedicated to helping individuals who have lost a spouse or partner. His Widowed Community website provides financial knowledge, wisdom and know-how for affluent widows and widowers.

Jim enjoys spending time with his family, photography, hiking, reading and taking road trips. 

James Schwartz is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    James Schwartz is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact James Schwartz

480-998-1798

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Office Locations:

  • 9375 E Shea Blvd
    Suite 100
    Scottsdale, AZ 85260

Strategic Wealth Advisors, LLC (“SWA”) is an SEC registered investment adviser located in Scottsdale, Arizona. SWA and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which SWA maintains clients. SWA may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. SWA’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SWA’s web site on the Internet should not be construed by any consumer and/or prospective client as SWA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SWA 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 SWA, please contact the SEC or the state securities regulators for those states in which SWA maintains a notice filing. A copy of SWA’s current written disclosure statement discussing SWA’s business operations, services, and fees is available from SWA upon written request. SWA 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 SWA’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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