Southwest Investment Advisors

We serve our clients by developing a financial plan with the suitable investments that fit your life goals. We are a Dave Ramsey SmartVestor Pro, and are 100% independent. Southwest Investment Advisors, Inc. was founded in 2001 by long time wire house brokers Bart Schannep and Rob Wright to provide independent Investment Advisory Services in Tucson, Arizona. We are distinct in that we work as a team. What this means, is that our clients never have to wait for an answer because someone is on the other line or out of the office. Every Advisor and staff member can help any client and we invest our client's money the same way we invest our own money, based on Modern Portfolio Theory. Although our primary focus is Retirement Planning and Wealth Building, we can also help with calculating Social Security Benefits, Long Term Care Insurance, Life Insurance and Educational Savings. Southwest Investment Advisors is a family oriented company. Not just our own families, we care about our clients and their families as well. Our goal is to help families successfully transition from wealth accumulation to retirement and the eventual transfer of wealth to the next generation. The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Southwest Investment Advisors or LPL Financial. Website: https://www.siatucson.com/ Securities offered through LPL Financial, Member SIPC. www.sipc.org. Investment advice offered through Southwest Investment Advisors, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit https://www.siatucson.com/