Scottsdale Wealth Advisory

Scottsdale Wealth Advisory LLC, 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 life-long relationships are tenets of success at Scottsdale Wealth Advisory LLC.

Scottsdale Wealth Advisory LLC 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 LLC 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.

Generational Vault Video

Generational Vault is a secure, cloud-based portal that documents every step of the planning process and gives you 24/7 access to your financial lives, allowing you to manage and organize your retirements.

Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments, and other critical documents because they can now all be kept in one place … that is easily accessible!  It’s as if you have a team of specialists working around the clock, keeping an eye on your accounts!

Wealth Management

As you near retirement, you may find that your attitude about risk begins to change. Protecting and preserving your wealth against market downturns should be an important part of your comprehensive retirement plan, because a significant reduction to your portfolio could potentially derail your retirement plans.

Retirement Planning

Our firm takes pride in providing comprehensive retirement planning services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.

SSI Maximization

Your Social Security retirement benefit represents a lifetime’s worth of savings, time, and work, and is most likely your oldest and largest retirement account. Although most Americans are familiar with the basics of Social Security, very few are able to figure out – on their own – exactly the best way to file so they can get the most out of all they have put in.

Have any question about annuities?