Empowering Successful Investors Through Education
At Scottsdale Wealth Advisory, we believe that building relationships is key to achieving financial success. Our team of experienced advisors is dedicated to providing personalized service and tailored solutions that cater to your unique needs and goals. With over 20 years of asset management experience, we have the expertise to help you achieve true balance in your financial plan.
Our Mission
Our mission is to empower our clients to achieve true financial freedom by providing innovative solutions that address their specific needs. We believe that every individual deserves a personalized approach to financial planning, and we strive to deliver exceptional service and results.
Our Vision
Our vision is to create a family office that provides comprehensive wealth management services to individuals and families. We aim to build long-lasting relationships with our clients, based on trust, integrity, and open communication.
Our Services
At Scottsdale Wealth Advisory, we offer a range of services designed to help you achieve your financial goals. Our services include:
- Guaranteed Income Planning: Our experienced advisors will work with you to develop a customized plan that ensures you have a steady stream of income in retirement.
- Tax-Free Income Planning: We can help you navigate the complexities of tax-free income planning and ensure that you have access to tax-free income in retirement.
- Annuity Coaching: Our team of experts will work with you to develop a personalized annuity strategy that meets your unique needs and goals.
- 401(k) Rollovers: We can help you roll over your 401(k) funds into an IRA or other qualified plan, ensuring that you have a secure financial future.
- Life Insurance Planning: Our experts will work with you to develop a customized life insurance strategy that meets your unique needs and goals.
- Estate Planning: We can help you develop an estate plan that ensures your wishes are carried out, and your loved ones are well taken care of.
Our Process
Our process begins with understanding your personal situation and financial circumstances. We accomplish this through a candid fact-finding conversation, focusing on what you want your money to do for you. We then analyze your current financial strengths and deficiencies, developing an effective strategy to meet your short, intermediate, and long-term goals through a custom-tailored financial plan. Once your plan is in place, we begin the implementation phase, repositioning your assets to the appropriate accounts. We continuously monitor your accounts, ensuring that all are performing as expected, and making necessary adjustments along the way.
Get Started
If you're ready to take control of your financial future, we invite you to schedule a meeting with one of our experienced advisors. At Scottsdale Wealth Advisory, we're dedicated to helping you achieve true financial freedom.
Expertise and Knowledge
The reviews highlight the exceptional expertise and knowledge of Brent Matthew, the financial advisor at Scottsdale Wealth Advisory. Multiple reviewers have praised his ability to listen, educate, and provide customized financial planning solutions that meet their unique needs.
Patient and Responsive
Brent's approach is described as patient, responsive, and communicative. Reviewers appreciate his willingness to listen to their concerns and answer their questions, which has helped alleviate their stress levels.
Personalized Service
Each reviewer has experienced personalized service from Brent, who takes the time to understand their financial goals and provide tailored solutions. His team is also commended for their professionalism and attention to detail.
Fixed Index Annuities
Several reviewers have praised Brent's expertise in fixed index annuities, describing him as knowledgeable and willing to help them understand the intricacies of these investment products.
Retirement Planning
The reviews consistently emphasize the importance of retirement planning, with Brent helping his clients achieve secure and comfortable retirements through his expert guidance.
Integrity and Honesty
Multiple reviewers have praised Brent's integrity and honesty, citing his transparent approach to financial planning and his willingness to provide comprehensive information about his services.
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