Brent Matthew
CEO
Being the Founder and President of Scottsdale Wealth Advisory, a multi-state registered firm held to the Fiduciary standard, Brent’s primary responsibility is cultivating full-service financial planning that puts clients’ interests first. As the Portfolio Manager, he is accountable to the families the firm represents in researching Investment, Annuity, and Life Insurance options to be utilized through appropriate asset allocation with an emphasis on tax-efficiency. “The Success of this Firm will be Measured by the Success of the Families it Represents”, he says.
Brent is currently enrolled in the College for Financial Planning and working toward earning his Certified Financial Planner (CFP) accreditation. He holds the following licenses:
Series 65 – Uniform Investment Adviser Law Exam
Arizona Life and Health Insurance Producers License
Brent enjoys all outdoor activities including; hiking, fishing, and riding his beach cruiser along the Phoenix canal system while jamming to Marshall Tucker Band, Gordon Lightfoot, and Crosby Stills & Nash.
