OUR MISSION:


If you’ve been searching for simple, straight to the point financial education and fiduciary asset management, you’ve come to the right place! Scottsdale Wealth Advisory offers the services of an ultra-high-net-worth “Family Office” to residents of the Valley of the Sun.

BRENT MATTHEW
FOUNDER / PRESIDENT / PORTFOLIO MANAGER

Being the Founder and President of Scottsdale Wealth Advisory, a multi-state registered firm held to the Fiduciary standard, Brent’s primary responsibility is cultivating full-service financial planning that puts clients’ interests first. As the Portfolio Manager, he is accountable to the families the firm represents in researching Investment, Annuity, and Life Insurance options to be utilized through appropriate asset allocation with an emphasis on tax-efficiency. “The Success of this Firm will be Measured by the Success of the Families it Represents”, he says.

Brent is currently enrolled in the College for Financial Planning and working toward earning his Certified Financial Planner (CFP) accreditation. He holds the following licenses:

Series 7 – General Securities Representative
Series 63 – Uniform Securities Agent State Law Exam
Series 65 – Uniform Investment Adviser Law Exam
Series 31 – Futures Managed Funds Exam
Arizona Life and Health Insurance Producers License

Brent enjoys all outdoor activities including; hiking, fishing, and riding his beach cruiser along the Phoenix canal system while jamming to Marshall Tucker Band, Gordon Lightfoot, and Crosby Stills & Nash.

DAVID D’EREDITA
SENIOR VICE PRESIDENT / INVESTMENT ADVISOR REPRESENTATIVE

David has established himself as a nationally recognized financial advisor. As a former portfolio manager of three publicly-traded mutual funds, he has vast experience in asset allocation exemplifying the fiduciary (BIC) standard level of care.

David is a member of the Financial Planning Association. He is enrolled in the College for Financial Planning and working toward earning his Chartered Retirement Planning Counselor (CRPC), Accredited Asset Management Specialist (AAMS) and Certified Financial Planner (CFP) accreditations. He holds the following licenses:

Series 65 – Uniform Investment Adviser Law Exam
Arizona Life and Health Insurance Producers License

David enjoys time with his son, Taylor, while coaching sports and volunteering in the classroom. He also enjoys spending time outdoors, and conquering “DIY” home projects.

DANIELLE MEISTER
INVESTMENT ADVISOR REPRESENTATIVE

Danielle is well on her way to becoming one of the more respected female financial planners in Arizona and New Mexico. She draws on her unique experiences as an understudy protégé to some of the more influential names in retirement planning. She has been recognized as a, “Rising Star”, in a field traditionally dominated by men. She is a graduate of the University of Arizona, Eller College of Business.

Danielle is enrolled in the College for Financial Planning and working toward earning her Certified Financial Planner (CFP) accreditation. She holds the following licenses:

Series 65 – Uniform Investment Adviser Law Exam
New Mexico Life and Health Insurance Producers License

Danielle enjoys time with her daughter, Everly Aspen, and her husband Will when he’s not at work training the next generation of Blackhawk helicopter pilots.

BRANDY SHUMAN
CLIENT SERVICES MANAGER

Brandy quickly made her mark in training Financial Advisors in how to utilize industry-leading financial planning software with Retirement Analyzer by Thomas Gold Solutions. As a graduate of Lewis-Clark State College with a degree in Elementary Education, she has a gift in teaching complex financial analysis and reporting to the clients of the firm.

Brandy is working toward earning her Series 65 – Uniform Investment Adviser Law Exam License. She holds the Arizona Life and Health Insurance Producers License.

Brandy enjoys traveling to Rodeo competitions with her husband Travis and their two daughters Rannyn and Rylee.

ERIK KRAUS
CLIENT CONCIERGE

Erik has become a sought after personal and business development coach by many of the nation’s top insurance agents specializing in retirement planning. He is the second youngest in a family of 5 educators which has reinforced his skillset of communicating at a high level. His energy and passion for coaching financial advisors has been redirected to educating clients to become more prudent investors.

Erik is working toward earning his Series 65 – Uniform Investment Advisor Law Exam License. He holds the Arizona Life and Health Insurance Producers License.

Erik enjoys cycling, gardening, and traveling internationally with his wife Kerry.

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Scottsdale Wealth Advisory
Gainey Center II
8501 N. Scottsdale Road, Ste 205
Paradise Valley, AZ 85253
Direct: (480) 247-9090
info@SWAFirm.com

To learn more about the professional history of our financial advisors, please visit FINRA’s Broker Check. Scottsdale Wealth Advisory is a state registered investment advisor serving Arizona, California, Texas and New Mexico that provides wealth management services under the fiduciary standard. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Scottsdale Wealth Advisory. Scottsdale Wealth Advisory provides investors custom-tailored investment strategies to meet short, intermediate and long-term needs, by anchoring clients’ portfolios with Vanguard Investments, we significantly reduce your costs to help you keep more of your returns. Our goal at Scottsdale Wealth Advisory is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first. We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business. 
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