Private Wealth Management:

Our Investment Advisory Approach

We customize each client’s portfolio to meet his or her specific investment objectives. We believe in portfolio diversification as an important driver of achieving long-term investment objectives and reducing portfolio risk, although diversification and asset allocation does not completely assure or guarantee better performance and cannot eliminate the risk of investment loss.

Our portfolio management approach is a dynamic process as we continuously evaluate new investment opportunities for our clients. We prefer high-conviction, focused investment strategies for our clients seeking long-term growth of capital. We believe that patience in investing adds considerable value. Not only that, but we are mindful of how taxes and investment costs impact the compounding of investment returns.

Below are some of the financial services offered by Scottsdale Wealth Advisory:

Investment
Management

Tax
Planning

Retirement
PLANNING

Financial
Planning

Estate
Planning

Insurance
.

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.