- Gainey Center II 8501 N. Scottsdale Road, Arizona
- info@SWAFirm.com
- (480) 597-4729
- Scottsdale Wealth Advisory Gainey Center II 8501 N. Scottsdale Road, Ste 205 Paradise Valley, AZ 85253
- (480) 247-9090
- info@SWAFirm.com
Your Financial Success. Our Focus.
Your Partner in Financial Planning—Serving 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.
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 any 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
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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.
"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.
"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.