Brent Matthew

Founder, Investment Advisor, Financial Consultant

My name is Brent Matthew and I started my financial services career with Morgan Stanley in the year 2000. As an associate financial advisor with the top corporate services team of the firm, my role encompassed supporting high net worth wealth managers with the acquisition, retention and relationship management of their vast global client base primarily located in Silicon Valley.

In 2002, I took a pioneering role in the financial services industry in Newport Beach, California when traditional retail banking institutions began to merge with Wall Street investment management firms. While at Wells Fargo Investments, my responsibilities included comprehensive financial needs analysis, investment research and portfolio construction through combining traditional banking products with investment management for private clients.

In 2007, I became the senior vice president of JD Mellberg Financial; and would later maintain a dual-role as the managing director of an SEC-registered investment advisory firm. As a key first employee of these firms, I played a primary and very integral role in the significant growth of each company.

As the founder and president of Scottsdale Wealth Advisory LLC, my primary responsibility is in researching, designing and integrating risk management by way of insurance solutions and global market investment management.

I hold my life and health insurance license and I am registered as an investment advisor representative (IAR) in the states of Arizona, California and Texas. I am also currently enrolled in the College for Financial Planning, and working toward obtaining my Chartered Retirement Planning Counselor (CRPC) professional designation.

Check the background of the investment professional on FINRA’s BrokerCheck.

“Most people don’t plan to fail, they fail to plan”.

– John. J Beckley (1925)

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Reach Out to Us

Gainey Center II
8501 N. Scottsdale Road, Ste 205
Paradise Valley, AZ 85253

Kierland Commons
7047 E. Greenway Parkway, Ste 250
Scottsdale, AZ 85254

(480) 247-9090
8am – 5pm, Monday – Friday
Weekday Evenings & Saturdays by Request

To learn more about the professional history of our financial advisors, please visit FINRA’s Broker Check. Scottsdale Wealth Advisory is a state registered investment advisor serving Arizona, California, and Texas that provides wealth management services under the fiduciary standard. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Scottsdale Wealth Advisory. Scottsdale Wealth Advisory provides investors custom-tailored investment strategies to meet short and long-term needs, by anchoring clients’ portfolios with Vanguard Investments, we significantly reduce your costs to help you keep more of your returns. Our goal at Scottsdale Wealth Advisory is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance solutions to achieve financial independence. As a fiduciary, we are legally obligated to put our clients’ interests first. We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business. *Insurance offered through S.A.F.E. Insurance Management, LLC. Securities offered through M.S. Howells & Co. Member FINRA/SIPC. Advisory Services Offered through Scottsdale Wealth Advisory, LLC, a Registered Investment Advisor. M.S. Howells & Co. and Scottsdale Wealth Advisory, LLC are not affiliated. Copyright © 2018 Scottsdale Wealth Advisory, LLC All rights reserved.