Retirement Planning That Puts Your Peace of Mind First

Your Trusted Financial Advisor—Serving Pre-Retirees and Retirees in Scottsdale, AZ with Care and Commitment

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 through personalized wealth management strategies, secure your future with annuities and retirement planning, reduce liabilities through proactive tax planning, and protect your legacy through strategic estate planning.

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Planning for the Retirement You Actually Want to Live – Discovering excellence among Annuities.

If you’re approaching retirement or already retired, you’ve likely discovered that turning your savings into reliable income presents new challenges. Many Scottsdale residents find themselves asking important questions:

How do I make my money last?
What’s the best way to minimize taxes?
How do I protect myself from market volatility while still allowing for growth?

After years of helping families navigate these decisions, we’ve learned that having money in accounts and having a plan for reliable income are two very different things.

The Financial GPS Program: Your Roadmap to Retirement Success

At Scottsdale Wealth Advisory, we use our proprietary Financial GPS Program—a comprehensive framework that addresses the five critical worlds of retirement planning. Just like a GPS guides you to your destination, our program navigates the complex landscape of retirement to help you reach your goals with confidence.

The Five Worlds of Retirement:

The Income World: Building a foundation of reliable income to maintain your lifestyle

The Investment World: Balancing growth potential with risk management for long-term needs

The Tax World: Using tax-efficient strategies to keep more of what you’ve earned

The Health Care World: Proactively addressing rising healthcare costs and long-term care risks

The Legacy World: Building generational wealth and ensuring your values endure

Each world is interconnected, like the beams of a house, working together to create a retirement strategy that can last as long as you do. Our approach helps identify and address critical areas that might otherwise be overlooked, giving you more comprehensive financial planning for today’s longer retirements.

Why Independent Financial Planning Matters

As an independent fiduciary financial advisory firm in Scottsdale, AZ, we are not tied to any large firm’s products or sales quotas. Our legal obligation is straightforward: your best interests come first, every single time. No exceptions.

This independence means the firm can explore every option available—from annuities that provide guaranteed monthly income to investment strategies that help your money grow. The goal isn’t to sell you something; it’s to educate you about what actually makes sense for your specific situation.

Financial Planning That Addresses Your Real Concerns

The pre-retirees and retirees we work with in Scottsdale sleep soundly because they understand exactly how much income they’ll receive every month, for life. They know their tax strategy. They have a plan for healthcare costs. And yes, they still participate in market growth, but in a way that doesn’t jeopardize their essential needs.

Working with an experienced financial advisor means having someone who can coordinate all these moving pieces. Every comprehensive wealth management plan we develop includes:

Retirement Income Planning: Creating multiple streams of retirement income, including guaranteed sources that aren’t dependent on market performance
Tax Planning: Coordinating distributions from various accounts to minimize your lifetime tax burden and avoid surprises
Investment Management: Building diversified portfolios that balance growth potential with the stability you need in retirement
Social Security Optimization: Timing your claims to maximize benefits for both spouses over your entire retirement
Estate Planning Coordination: Working with your other professionals to help your wealth transfer efficiently to the next generation

Education Before Everything Else

You deserve to understand every aspect of your retirement plan. That’s why we take time to explain how each strategy works within the Financial GPS framework, what the tradeoffs are, and why it makes sense for your situation. Financial literacy leads to more informed decisions and increased confidence. Certain situations may require guaranteed income strategies, such as annuities. Others need market growth potential. Most individuals need both, carefully balanced according to your specific goals, timeline, and risk tolerance.

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 any annuity questions? Contact us.

About Brent Matthew

I founded Scottsdale Wealth Advisory on a simple principle: “The success of this firm will be measured by the success of the families it represents.”

As a fiduciary financial advisor, I’m legally bound to put your interests ahead of everything else. I hold my Series 65 license and Arizona Life and Health Insurance Producers License, and I’m currently pursuing my CERTIFIED FINANCIAL PLANNER® designation at the College for Financial Planning.

What drives me isn’t just helping you accumulate wealth—it’s helping you transform that wealth into the retirement you actually want to live.