Scottsdale Wealth Advisory
What We Do
We are wealth managers, and we help people successfully navigate the challenging and rapidly-evolving financial markets so that they can enjoy the benefits of life leading up and into retirement. We are a full-service financial planning firm, offering the gamut from financial education to wealth management by way of portfolio analysis and optimization, tax reduction strategies, asset protection, and estate preservation.
As fiduciaries, we work for you. We custody clients’ assets at TD Ameritrade. Think of us as your own personal family CFO. Through TD Ameritrade, we will be able to help manage your money in a manner that is aligned with your goals. We will not earn commissions from the assets we manage; we are simply paid a flat fee based on those assets we manage. Your success is our success.
At Scottsdale Wealth Advisory LLC, we value timely and personalized communication. As a client, 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.
One of the valuable tools we offer to our clients is an on-demand reporting program called Generational Vault. This program provides an online “dashboard” to your finances allowing you to bring together all your financial accounts into one convenient user interface. You will be able to view all your financial accounts, banking, and credit card information in one convenient location. Generational Vault will provide you with online access to all your statements and the ability to quickly create and print reports and statements integrating all aspects of your finances. There will be no more need for remembering multiple websites and logins and having to go from site-to-site to piece your financial life together. This service is optional, but it is provided free to all our clients. It’s a perfect complement to our comprehensive and transparent approach to investing.