Before we develop and manage your investment portfolio, we work closely with you to determine and match what your true threshold or tolerance for volatility is. We design your portfolio based on your timeline to retirement, and we align expectations with what is realistic in terms of earnings.
Investing, Investments and Investment Management
Wealth doesn’t just happen, it’s grown with diligence, persistence and hard work. Keeping on top of volatile markets and economic changes requires expertise and monitoring, and making changes when necessary. As fiduciaries, we are required by law to work in your best interests at all times, not ours or anyone else’s.
Investment risk cannot be avoided. But we make it our policy to only take the minimum risk necessary to achieve your goals. We watch all costs closely, including custodian fees, and make changes to save you money at every possible turn. Because we are an independent firm rather than a big brand name broker or bank, the instruments and investments that we have access to are nearly limitless.
Investment and Portfolio Risk Analysis
We offer a Portfolio Analysis Review (PAR) that provides you with the opportunity to learn, ask questions, and get a second opinion on your current investments and finances.
The same way that a cardiologist will stress test your heart, we will stress test your portfolio, reviewing your existing investments to determine the types and level of financial risks to which you are currently exposed. We will point out areas of concern and offer you our ideas on how to fix those problems.
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.