Scottsdale Wealth Advisory a registered investment advisory firm that provides comprehensive financial and investment planning
Scottsdale Wealth Advisory a registered investment advisory firm that provides comprehensive financial and investment planning

Empowering Successful Investors
Through Education

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A Few of Our Proud Partners

Scottsdale Wealth Advisory a registered investment advisory firm that provides comprehensive financial and investment planning
Scottsdale Wealth Advisory a registered investment advisory firm that provides comprehensive financial and investment planning
Scottsdale Wealth Advisory a registered investment advisory firm that provides comprehensive financial and investment planning

What we Do and
Do Well

Scottsdale Wealth Advisory provides full-service wealth management under the fiduciary rule. Through the use of the firm’s Financial GPS Program, we represent select families in their pursuit of balanced portfolio management both pre- and post-retirement. Our expertise allows for innovative financial strategies when custom-tailoring client portfolios to meet short...
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Our Solutions

Schedule Your
‍Financial Coaching Session Today!

Schedule your financial coaching session to learn more about finding true-balance in your money management. This complimentary one-hour session will help uncover where any deficiencies hide within your current financial plan that can be catastrophic to living your retirement on your terms. Increase font size in this entire section. It should be easier to read.
Click on Calendar or Call us to Schedule a meeting today and receive your Free Social Security Maximization Report!

SCHEDULE A MEETING WITH BRENT

SCHEDULE A CALL WITH BRENT

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Call us Direct at (480)247-9090 or mail us: info@SWAFirm.com
Scottsdale Wealth Advisory a registered investment advisory firm that provides comprehensive financial and investment planning
Scottsdale Wealth Advisory a registered investment advisory firm that provides comprehensive financial and investment planning
ABOUT US

A Relationship Built
on Trust

Scottsdale Wealth Advisory’s approach to financial planning was derived from many years of experience and realizations by its founder. According to Matthew nearly all firms represent one of two factions of financial planning.
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The first “investment” faction believes that buying and selling stocks is the answer to every investor question; these are typical household name “Wall Street” firms. The financial advisors of these firms believe that the insurance industry has no viable investment solution in financial planning.The second “insurance” faction believes that buying annuities and life insurance and allocating all of one’s money into insurance is the answer. The insurance agents of these firms often fear monger that the stock market is always on the precipice of crashing, thus recommending nothing other than annuities.

These factions are like Democrats and Republicans, arguing because each believes they have an end-all and be-all solution. In reality, there are benefits to having money allocated within stocks, bonds and mutual funds, but equal benefits to having money allocated within annuities and life insurance for the purpose of risk management.
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The proverbial million-dollar question we strive to answer is how much money should be allocated to each? Scottsdale Wealth Advisory’s primary focus is finding true balance within every financial plan. We want our clients to experience a more personal relationship built on trust, integrity, and balanced solutions. This realization was the catalyst in creating a family office; thus, Scottsdale Wealth Advisory was born.

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OVER

20

Years Asset Management Experience

When you choose Scottsdale Wealth Advisory, you benefit by obtaining true-balance in your financial plan through the strategic use of high-value, low-cost financial solutions from well known long established brands such as, Allianz, Blackrock, Nationwide, North American, Midland, PIMCO, Virtus and, Vanguard.

Financial GPS Program

How to get Started

Scottsdale Wealth Advisory a registered investment advisory firm that provides comprehensive financial and investment planning

UNCOVER to DISCOVER

Our process begins with understanding your personal situation to go along with your financial circumstances. We accomplish this through a candid fact-finding conversation. We focus on what your specific needs are, and what you want your money to do for you. The beginning of your financial education starts here.
Scottsdale Wealth Advisory a registered investment advisory firm that provides comprehensive financial and investment planning

ANALYZE to STRATEGIZE

Through comprehensive analysis of our findings in Step 1 we are able to determine your current financial strengths as well as deficiencies. We then develop an effective strategy to meet short, intermediate, and long-term goals through a custom tailored financial plan.
Scottsdale Wealth Advisory a registered investment advisory firm that provides comprehensive financial and investment planning

IMPLEMENT to MANAGEMENT

Upon agreeance of your customized plan presented in Step 2 we begin the implementation phase by repositioning your assets to the appropriate accounts. Through continuous monitoring of your accounts, we can ensure all are performing as expected. Due to market evolution existing plan modifications will be necessary from time to time. However, no changes to the plan will occur without first consulting you, and obtaining your blessing to proceed.

Our Learning Center

TESTIMONIALS

Learn the SEVEN STEPS TO RETIREMENT SECURITY with this
FREE BOOK OFFER

Get Your Complimentary, No-Obligation copy of this ground-breaking book that will simplify you retirement journey in these uncertain times. Whether you are a late starter with your retirement planning or you have a significant savings, this book outlines how to make the most from the least with the smallest amount of risk.

GET YOUR FREE COPY NOW!

Scottsdale Wealth Advisory a registered investment advisory firm that provides comprehensive financial and investment planning

Scottsdale Wealth Advisory

Gainey Center II
8501 N. Scottsdale Road, Ste 205
Paradise Valley, AZ 85253

Scottsdale Wealth Advisory a registered investment advisory firm that provides comprehensive financial and investment planning

Office:

(480) 247-9090

Scottsdale Wealth Advisory a registered investment advisory firm that provides comprehensive financial and investment planning

e-Mail:

info@SWAFirm.com

Scottsdale Wealth Advisory a registered investment advisory firm that provides comprehensive financial and investment planning