Your Financial Success. Our Focus.

Committed to Your Financial Well-Being, Every Step of the Way

The right financial advisor can set you up for a lifetime of financial success. As a trusted fiduciary, Scottsdale Wealth Advisory (SWA) is dedicated to helping you build wealth, prepare for retirement, and safeguard your legacy. 

Explore Our Wealth Management Solutions

5 Star Annuity “Star Ratings” – Discovering excellence among Annuities.

Our “Star Ratings” were first developed to assist financial advisors in educating their clients. But, our Mission inspired us to adopt the client-first approach, and put the power of knowledge directly in your hands. We help people navigate through the small print of annuities by eliminating all the confusion and highlighting the critical terms.

Do you have an annuity questions? Contact us.

Meet Our Trusted Team of Fiduciaries

Brent Matthew

CHIEF EXECUTIVE OFFICER

Brandy Shuman

OPERATIONS MANAGER

Tori Ortiz

CLIENT SERVICES

Andy Mortenson

CLIENT CONCIERGE

Carter Turbett

RESEARCH ANALYST

Real Stories from Real Clients

With our focus on client education, we empower people with basic financial planning awareness so that anyone can become a more prudent investor.

"Brent gave me his FINRA Broker-Check report as a first step so that I knew, without a shadow of a doubt, that I was working with someone who had a record of honesty and openness"
Sandra B
Sandra B.
"My experience with Brent has been excellent. The advice is first rate and his follow up is timely. I highly recommend the service..." -
Robert P
Robert P.
"Because my father is Retired Air Force Colonel, my mother a Retired RN, they each have a strong sense of needing all information before feeling comfortable, and confident in make a prudent decision and Brent was exceptional in providing just that."
Scott S
Scott S.