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ABOUT OUR COMPANY

Guiding Your Financial Future

Scottsdale Wealth Advisory provides full-service financial planning under the fiduciary rule. Through the use of the firm's Financial Positioning System, we represent select families in their pursuit of balanced portfolio management both pre- and post-retirement. Our expertise allows for innovative financial strategies when custom-tailoring client portfolios to meet short, intermediate, and long-term financial goals. Stringent due diligence during our investment/insurance review and selection process insures we carefully asset allocate with consideration of fees, company ratings, tax-efficiency, and consistent historical performance. Although SWA offers full-service financial planning and retirement services, our emphasis on investor education empowers those we serve in becoming more confident investors.

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  • Trusted by thousands
  • Weekly generate reports
  • Certificate awarded
  • Secure payment process
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Connect With Us

Meet Our Financial Experts

Brent

Brent Matthew

CHIEF EXECUTIVE OFFICER

brandy

Brandy Shuman

OPERATIONS MANAGER

Tori Ortiz

Tori Ortiz

CLIENT SERVICES

Andy Mortenson

Andy Mortenson

CLIENT CONCIERGE

Carter Turbett

Carter Turbett

RESEARCH ANALYST

Jillian Dearwater

Jillian Dearwater

CLIENT SERVICES

Over 20 Years

Asset Management Experience

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.

Advisory meeting
Management Experience

A Relationship Built on Trust

Scottsdale Wealth Advisory’s approach to financial planning was derived from many years of experience and realizations by its founder. According to Brent 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.

These factions are like Democrats and Republicans, arguing because each believes they have an end-all and be-all solution. In reality, there are benefits to having money allocated within stocks, bonds and mutual funds, but equal benefits to having money allocated within annuities and life insurance for the purpose of risk management.
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The proverbial million-dollar question we strive to answer is how much money should be allocated to each? Scottsdale Wealth Advisory’s primary focus is finding true balance within every financial plan. We want our clients to experience a more personal relationship built on trust, integrity, and balanced solutions. This realization was the catalyst in creating a family office; thus, Scottsdale Wealth Advisory was born.

OUR TESTIMONIALS

Don’t Believe Us? People Talk About It

Have you experienced positive changes with our services? We'd love to hear about your journey! Your insights not only celebrate your achievements but also guide potential clients to make informed decisions. Click here to share your experience!

"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

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

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

Scott S.

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How to get Started

Financial GPS Program

Our proprietary Financial GPS Program is designed to help our clients achieve
confidence leading up to and during their retirement years. It’s focused around 5
key areas of your current financial life.

  • Income Planning
  • Investment Planning
  • Tax Planning
  • Health Care Planning
  • Legacy Planning

We’ll help ensure your expenses can be covered month-to-month with reliability and predictability for the rest of your life. This includes:

  • Social Security Maximization
  • Income & Expense Analysis
  • Inflation Plan
  • Surviving Spousal Plan
  • Longevity Protection

 

Once your income plan is established, we’ll create an investment strategy for the remaining assets that aren’t needed monthly. This includes:

  • Assessing Your Risk Tolerance
  • Adjusting Your Portfolio to Reduce Fees
  • Volatility Control
  • Evaluating Ways to Reduce Risk While Maximizing Return
  • Comprehensive Diversification and Asset Allocation

Every comprehensive retirement plan should include a strategy for minimizing tax liabilities. Our tax planning approach includes:

  • Assessing the Taxable Nature of Current Holdings
  • Stretch IRA Planning
  • Strategizing Tax-Deferred or Tax-Free Income Sources
  • Optimizing Withdrawal Strategy to Minimize Tax Burden
  • Leveraging Qualified Money to Potentially Leave Tax-Free Dollars to Beneficiaries

We’ll help you develop a cost-effective plan to protect yourself from rising healthcare expenses. This includes:

  • Exploring Medicare Parts A, B, and D
  • Analyzing Long-Term Care Plan Options

Ensure your hard-earned assets are passed to your beneficiaries in the most tax-efficient way possible. Working with a qualified estate planning attorney, we aim to:

  • Maximize Estate and Income Tax Planning Opportunities
  • Protect Assets in Trust and Distribute Them Probate-Free
  • Prevent IRAs and Qualified Accounts from Becoming Fully Taxable to Beneficiaries