If you’ve been searching for a financial planner to help you navigate your financial future now and into retirement, you’ve come to the right place. For almost two decades we’ve been helping people with investment management, financial planning, retirement planning, tax planning and much more.
Scottsdale Wealth Advisory
At Scottsdale Wealth Advisory, it’s all about you. Our goal is to strike the right balance for each individual client, the balance between conserving and protecting assets versus investing and taking suitable risk to potentially drive higher returns over time.
There is nothing cookie-cutter about what we do. Your financial plan and retirement portfolio is developed based on your unique family situation, risk profile, time horizon—and most importantly—your dreams, desires, goals and objectives.
Scottsdale Wealth Advisory
Scottsdale Wealth Advisory (SWA) is a Registered Investment Advisor in Arizona, California, New Mexico, & Texas. Held to the Fiduciary Standard, SWA is legally obligated to put its clients' interests ahead of its own. The firm represents a select few in their assets & liabilities management. Brent Matthew, the firm’s Founder & President, is dedicated to providing high-level communication with a focus on client education in an effort to cultivate well-informed investors. SWA is agnostic with respect to which insurance & investment management firms it decides to partner with due to prioritizing clients’ interests. By creating customized financial plans using high value, low cost investment management, Brent Matthew & his team stand apart.
Our investing strategy is customized based on each individual’s unique profile. We are a fee-based fiduciary providing investment management services, and as such are mandated to recommend only what is in your best interests when it comes to your investments.
As you get closer to retirement age, it becomes critical to look at all aspects of retirement. Reducing risk over time to move toward more safety and security is the goal. We will help you examine and compare your Social Security filing options, consider taxation, and design your retirement income plan.
Having an estate plan in place can protect your whole family, and helps ensure that your wishes are carried out in any eventuality. We work with attorneys to develop documents to help your family in case of incapacitation, and to transfer wealth to them in the most tax-advantaged way possible.
The tax advice we give is designed to look ahead into the future, and help reduce taxes you might be surprised to owe in retirement. Required Minimum Distributions (RMDs) which start at age 70-1/2 can trigger unexpected taxation if you haven’t created a distribution strategy for tax-deferred accounts.
When we develop a financial plan for you, we help undertake a thorough analysis of your financial life now and into the projected future in order to help you meet your objectives. A written financial plan allows us to have a roadmap to work toward, and to review at least yearly.
New insurance products like fixed and fixed indexed annuities developed in the last decade not only shift certain retirement risks to insurance carriers, but can offer growth opportunity. Annuities may be suitable for some as an alternative to bonds in the portfolio.
Education Is a
Big Part of Our
At Scottsdale Wealth Advisory, we believe that people need financial information in order to make decisions that help them succeed. We organize panels of industry leaders to speak at venues like the MIM (Musical Instrument Museum) as well as exciting local restaurants. Our goal is to make our events fun as well as helpful and information-packed.
Our Blog: "Brent's Insights"
We have a library of videos about financial matters that can impact you and your family’s wealth, and your retirement. If you have any questions or want to get more detailed information about your own personal financial situation, please don’t hesitate to call us at (480) 247-9090.
To learn more about the professional history of our financial advisors, please visit FINRA’s Broker Check. Scottsdale Wealth Advisory is a state registered investment advisor serving Arizona, California, and Texas that provides wealth management services under the fiduciary standard. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Scottsdale Wealth Advisory. Scottsdale Wealth Advisory provides investors custom-tailored investment strategies to meet short and long-term needs, by anchoring clients’ portfolios with Vanguard Investments, we significantly reduce your costs to help you keep more of your returns. Our goal at Scottsdale Wealth Advisory is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first. We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business. *Insurance offered through S.A.F.E. Insurance Management, LLC. Securities offered through M.S. Howells & Co. Member FINRA/SIPC. Advisory Services Offered through Scottsdale Wealth Advisory, LLC, a Registered Investment Advisor. M.S. Howells & Co. and Scottsdale Wealth Advisory, LLC are not affiliated. Copyright © 2018 Scottsdale Wealth Advisory, LLC All rights reserved.