- 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
ABOUT OUR COMPANY
Guiding Your Financial Future
Scottsdale Wealth Advisory is a trusted fiduciary financial planner in Scottsdale, AZ, providing full-service financial planning under the fiduciary rule. Using our firm’s Financial Positioning System, we represent select families in their pursuit of balanced portfolio management, both pre- and post-retirement. Our expertise enables us to implement innovative financial strategies, custom-tailoring client portfolios to meet short, intermediate, and long-term financial goals.
We take pride in our stringent due diligence during our investment/insurance review and selection process, ensuring we carefully allocate assets with considerations for fees, company ratings, tax efficiency, and consistent historical performance. While SWA offers full-service financial planning and retirement services, we emphasize investor education, empowering our clients to become more confident in their investment decisions.
Company
- Trusted by thousands
- Weekly generate reports
- Certificate awarded
- Secure payment process
Meet Our Financial Planning Experts
Brent Matthew
CHIEF EXECUTIVE OFFICER
Brandy Shuman
OPERATIONS MANAGER
Tori Ortiz
CLIENT SERVICES
Andy Mortenson
CLIENT CONCIERGE
Carter Turbett
RESEARCH ANALYST
Jillian Dearwater
CLIENT SERVICES
Over 20 Years
Asset Management Experience
With over 20 years of asset management experience, when you choose Scottsdale Wealth Advisory, you gain the expertise of a seasoned financial planner in Scottsdale, AZ. We bring true balance to your financial plan through the strategic use of high-value, low-cost financial solutions from established brands such as Allianz, BlackRock, Nationwide, North American, Midland, PIMCO, Virtus, and Vanguard.
Investment Management Experience
A Relationship Built on Trust
The approach to financial planning at Scottsdale Wealth Advisory is rooted in years of experience and insights from our founder. According to Brent, most financial firms fall into one of two factions.
The first faction, the “investment” firms, believes that buying and selling stocks is the ultimate solution for every investor’s question. These are the typical household-name “Wall Street” firms, where advisors often overlook the potential role of insurance in financial planning. The second faction, the “insurance” firms, focus on annuities and life insurance, often allocating all of one’s assets into these products. They may also emphasize the risks of the stock market, pushing clients towards these insurance products out of fear of market volatility.
At Scottsdale Wealth Advisory, we recognize the value of both sides. We believe in having a balanced approach, blending the benefits of stocks, bonds, and mutual funds with the risk management advantages of annuities and life insurance. The key question we seek to answer is: how much should be allocated to each? As your fiduciary financial planner in Scottsdale, AZ, we specialize in finding true balance within your financial plan.
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.
"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.
Web Designer
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