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