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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Connect With Us
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.

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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