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WEALTH MANAGEMENT

Independent Financial Advisor
Located in Scottsdale, AZ.

free financial review

'navigating through changing markets.'

Financial Advisor

Investments

Successful investing is a key to turning your most important financial goals to reality.


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Financial Advisor

market volatility

Utilizing risk vs. reward analytics and a proactive approach to manage wealth in uncertain times.


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Financial Advisor

Planning

Our dynamic approach is customized, comprehensive, and built for you.


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retirement planning

Active Investment Management

 Client portfolios are handled personally by 
 NSWA President, CEO and Senior Portfolio Manager 
 David Kahn, who has more than two decades of experience 
 investing at major Wall Street firms. 

MEET DAVID KAHN

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