Scottsdale Wealth Advisory was founded to help people successfully navigate the challenging and rapidly-evolving financial markets so that you can enjoy the benefits of life leading up to and through retirement.

As a full-service financial planning firm, Scottsdale Wealth Advisory offers the gamut from financial education to wealth management by way of portfolio analysis and optimization, tax reduction strategies, asset protection, and estate preservation.

Investment
Management

Tax
Planning

Retirement
Planning

Financial
Planning

Estate
Planning

Insurance
.

Not All Retirement Companies Are Fiduciaries

We are wealth managers, helping manage your money in a manner that is in alignment with your goals with a focus on retirement. And very importantly, we are fiduciaries. As fiduciaries, we work for you; you can think of us as your own personal family CFO. Using a third-party custodian, TD Ameritrade, for your assets, we don’t earn commissions, we are simply paid a flat fee based on the assets we manage. In other words, your success is our success.

Not All Investment Companies Are Accessible

At Scottsdale Wealth Advisory LLC, we value timely and personalized communication. As part of our private wealth management services, you will always have a dedicated point of contact providing personalized attention. We will be available to meet with you on a regular basis, and if you have questions, just call. We will make sure your questions are answered promptly.

What We Do: M.A.P.S.

We utilize a four-step process at
Scottsdale Wealth Advisory

M

Meet

to fact find and discuss financial objectives

A

Analyze

to determine which deposit and investment options are available

P

Present

the deposit and investment solutions most suitable to reach goals

S

Set Sail

to put the plan
into motion

Scottsdale Wealth Advisory believes in being agnostic with respect to which insurance companies and investment management firms it decides to partner with due to prioritizing our clients’ interests. We do not have a set dollar amount minimum requirement to manage and we offer a no-fee consultation.

If you’re in your 40s, 50s and 60s,
it’s time to get very serious about your retirement.

Scottsdale Wealth Advisory helps you do just that

Let's get started.

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.