- 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
The Scottsdale Wealth Advisory Commitment
At Scottsdale Wealth Advisory (SWA), we believe true wealth is about more than just numbers—it’s about the freedom to live life on your terms. Our commitment is to help you gain financial clarity, confidence, and peace of mind so you can focus on what truly matters. Through personalized planning, forward-thinking strategies, and unwavering dedication, we align your financial roadmap with your aspirations. Whether you’re preparing for retirement, growing your wealth, or ensuring your legacy, we’re here to guide you every step of the way.
Our Vision
Financial independence is about more than just accumulating assets—it’s about living with confidence, pursuing your dreams, and securing a future where money is a tool, not a worry. Our vision is to empower you with the strategies and knowledge to make the most of your wealth so you can enjoy life’s best moments without hesitation.
A well-structured financial plan allows you to enjoy today while preparing for tomorrow. Our approach ensures you have the security and flexibility to spend your money wisely—whether on family experiences, personal passions, or charitable giving—without fear of outliving your resources. We work closely with you to create sustainable withdrawal strategies, tax-efficient income solutions, and investment plans that provide long-term stability.
Beyond numbers, confidence comes from knowing your financial plan is built to withstand market fluctuations, unexpected expenses, and changing economic conditions. With our guidance, you’ll have a plan designed not just to preserve wealth but to allow you to enjoy it with peace of mind.
Crossing Off Your Bucket-List Items
Financial freedom isn’t just about security; it’s about possibilities. Whether your dreams include traveling the world, starting a new venture, or making a lasting impact through philanthropy, we help turn your aspirations into achievable milestones. With a plan tailored to your goals, you can confidently check off bucket-list experiences.
Many individuals postpone their dreams due to financial uncertainty. We take a proactive approach to financial planning, ensuring that you have the resources and structure in place to embrace the experiences that matter most to you. Whether it’s a second home, supporting loved ones, or pursuing a passion project, we ensure your financial plan aligns with your lifelong ambitions.
Living a Long, Healthy Life
Enhancing your quality of life is a big part of building wealth. Longevity planning is an essential part of our strategy, ensuring your financial resources support your well-being for decades to come. From healthcare considerations to lifestyle choices, we design strategies that help you maintain your independence and enjoy a fulfilling retirement.
A longer lifespan brings unique financial challenges, from rising healthcare costs to evolving estate planning needs. We help you navigate these complexities with proactive planning, providing solutions that ensure your wealth serves you well throughout every stage of life. Our goal is to give you the financial confidence to enjoy a long, vibrant, and fulfilling future.
Our Mission
At Scottsdale Wealth Advisory, we’re dedicated to enhancing your quality of life by fostering trust, maintaining integrity, and delivering tailored solutions that align with your unique aspirations.
Trust
Financial planning is deeply personal, and trust is the foundation of our client relationships. We take the time to understand your values, goals, and concerns, ensuring that every recommendation is made with your best interests at heart. Your financial well-being is our priority, and we’re committed to guiding you with transparency and care.
Integrity
As your trusted local fiduciary, SWA upholds the highest standard, acting in your best interest above all else. We commit to this standard not because it’s required but because it’s the right thing to do. Our integrity is reflected in the customized solutions we provide, always prioritizing your financial well-being over any product or service recommendation. We stand by our commitment to act ethically, responsibly, and with your long-term success in mind.
Solutions
No two financial journeys are the same. That’s why we provide customized solutions that address your specific needs, from retirement income strategies and investment management to estate planning and tax-efficient wealth transfer. Our holistic approach ensures every aspect of your financial life is working in harmony so you can enjoy financial security and freedom.
Partner with Us to Turn Vision into Action!
Your financial journey is one of the most important paths you’ll take, and having the right partner by your side can make all the difference. At Scottsdale Wealth Advisory, we do more than manage wealth—we craft personalized strategies that bring your financial goals to life. Whether it’s securing guaranteed income through annuities, optimizing tax strategies to keep more of what you earn, or ensuring you’re prepared for long-term care needs, we’re here to provide the clarity and confidence you deserve. From Roth IRA conversions to Social Security optimization, we help you make the most of every opportunity so your wealth works for you, not the other way around. Let’s turn your vision into action and create a future filled with financial freedom and peace of mind.
Meet Our Team
Brent Matthew
CHIEF EXECUTIVE OFFICER
Brandy Shuman
OPERATIONS MANAGER
Tori Ortiz
CLIENT SERVICES
Andy Mortenson
CLIENT CONCIERGE
Carter Turbett
RESEARCH ANALYST
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.
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