“WITH OUR FOCUS ON CLIENT EDUCATION WE EMPOWER PEOPLE WITH BASIC FINANCIAL PLANNING AWARENESS SO THAT ANYONE CAN BECOME A MORE PRUDENT INVESTOR.”

GET STARTED IN 3 EASY STEPS:

Schedule a Meeting where our process begins with understanding your personal situation. We accomplish this through a thorough fact-finding interview to understand what you want your money to do for you.

We will implement the Scottsdale Wealth Advisory Financial Planning process to examine your financial circumstances and determine an effective strategy to meet short, intermediate, and long-term financial needs.

After the Discovery and Strategize stages from the previous Scottsdale Wealth Advisory Financial Planning process steps, you will be provided a certified financial plan with ongoing management and daily monitoring.

Client Testimonials
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Schedule your financial coaching session to learn more about finding balance in your money management. This complimentary one-hour session will help uncover where any deficiencies hide within your current portfolio that can be catastrophic to living your retirement on your terms.
Schedule a meeting today and receive your Free Social Security Maximization Report!

Schedule Your Financial Coaching Session Today!

Schedule A Meeting With Brent
Schedule A Call With Brent

Or Call Us Direct: (480) 247-9090
or email us: info@SWAFirm.com

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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