Scottsdale Wealth Advisory provides full-service wealth management under the fiduciary rule. Through the use of the firm's Financial GPS Program, we represent select families in their pursuit of balanced portfolio management both pre- and post-retirement. Our expertise allows for innovative financial strategies when custom-tailoring client portfolios to meet short.
Schedule your financial coaching session to learn more about finding true-balance in your money management. This complimentary one-hour session will help uncover where any deficiencies hide within your current financial plan that can be catastrophic to living your retirement on your terms. Increase font size in this entire section.
Schedule your financial coaching session to learn more about finding true-balance in your money management. This complimentary one-hour session will help uncover where any deficiencies hide within your current financial plan that can be catastrophic to living your retirement on your terms. Increase font size in this entire section.
Services
Our Mission is to enhance the quality of life for those our firm is fortunate to represent. Through our focus on investor education, we provide those we serve with the knowledge required to make prudent financial decisions. Trust - Because every successful relationship is built on trust, we spend a significant amount of time getting to know our client's, and what inspires them every day of their lives.
Our Vision is to advocate for those we serve in defining what financial success feels like. Not missing out on opportunities in life with friends and family where you experience "Bucket List" activities that were once only a dream. Living a long healthy life, god willing, to its fullest without the worry of being a burden on family to care for you.
Being the Founder and President of Scottsdale Wealth Advisory, a multi-state registered firm held to the Fiduciary standard, Brent's primary responsibility is cultivating full-service financial planning that puts clients' interests first.
As the Portfolio Manager, he is accountable to the families the firm represents in researching Investment, Annuity, and Life Insurance options to be utilized through appropriate asset allocation with an emphasis on tax-efficiency.Brent is currently enrolled in the College for Financial Planning and working toward earning his Certified Financial Planner (CFP) accreditation.
As the Portfolio Manager, he is accountable to the families the firm represents in researching Investment, Annuity, and Life Insurance options to be utilized through appropriate asset allocation with an emphasis on tax-efficiency.Brent is currently enrolled in the College for Financial Planning and working toward earning his Certified Financial Planner (CFP) accreditation.
Whether you're retired, planning to retire, or building to retire, you need a simple step-by-step financial action plan! As a trusted full-service wealth management firm that operates under the fiduciary rule, you benefit from. Registered Representatives are advisors of Broker Dealers such as Merrill Lynch, Raymond James, Edward Jones, and Morgan Stanley.
Schedule your financial coaching session to learn more about finding true-balance in your money management. This complimentary one-hour session will help uncover where any deficiencies hide within your current financial plan that can be catastrophic to living your retirement on your terms. Increase font size in this entire section.
Reviews (10)
Rich Bowen
Mar 22, 2021
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I worked with Brent Matthew at Scottsdale Wealth Advisory on the purchase of Fixed Index Annuities. As a former CPA, I was very interested in receiving detailed information on how these contracts work and answering any questions before I was ready to invest. I found Brent to be very knowledgeable in answering my questions and willing to follow up to get me an answer when needed. I feel that by purchasing the Fixed Index Annuities I have added a valuable investment to my retirement planning that I would not have done without his expertise to guide me.
Leila Parrott
Aug 01, 2020
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I have worked with Brent Matthew for a year. He was recommended by my sister. I am retired and, although I worked in the finance sector, I did not put my 401K assets into the stock market… I am very leery of it. So I had cash. Brent listened to my concerns, and helped me invest in low risk markets that pay monthly dividends. The majority of my money is in a long-term asset, with the remainder in a portfolio of ethical stocks that I felt comfortable investing in. This is the best thing I could have possibly done. Brent listens, and is very responsive to concerns and questions. I am confident about
Bruce Thompson
Jun 06, 2020
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I have had the honor of dealing with Brent for over six years and can attest, first hand, to all the positive things that others have mentioned. His amazing breadth and depth of financial matters is complemented by an ability to communicate complex issues in clear, understandable, and considerate terms. I recently retired, and the income I just started receiving exceeds our original goals with him; a happy and grateful new beginning for my wife and me.
Charles Parnell
May 30, 2020
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I have been a client of Brent Matthews for 8 years. It was a great decision from the beginning, and when he started his own firm, I only knew things would get better. I find Brent responsive to my needs. He met me where I was financially, helped me recover from some bad decisions and an assortment of positions I held. He educated me as needed, and has put me a secure path that gives me no worries for retirement. I highly recommend Scottsdale Wealth Advisory (SWA) if you want a top shelf financial advisor that has demonstrated integrity, honesty, and comprehensive market knowledge. He does what’s
Ken Lepore
Oct 26, 2019
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I have been a client of Scottsdale Wealth Advisory for over 2 years. Brent Matthew has always kept me in tune with what is happening in the market and how it may effect my portfolios. He is always responsive to my questions and/or requests and spends whatever time is needed to review my portfolios with me on a regular basis.
Nancy Safinick
Sep 30, 2019
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I met Brent at a financial seminar where he carefully and methodically educated the audience about himself, and advised about how to carefully select a financial advisor by first doing a back-ground check using FINRA Broker Check.
What struck me was Brent’s straight-forward presentation that was clear and concise yet easy to grasp and understand. I learned about defining financial objectives, and how to shop for financial investments. The decision was easy - he is now my financial advisor and I can’t give him enough accolades! I would have been in a complete mess as a newly retired lady without
What struck me was Brent’s straight-forward presentation that was clear and concise yet easy to grasp and understand. I learned about defining financial objectives, and how to shop for financial investments. The decision was easy - he is now my financial advisor and I can’t give him enough accolades! I would have been in a complete mess as a newly retired lady without
Sandra Britton
Dec 29, 2018
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I am in mid-seventies and have had many financial planners. The challenge for me as clergy woman was that I did not know the questions to ask a financial planner in order to ascertain the value of what I was being told. Brent immediately gained my trust in the way he approached the plan he had in mind for me. He explained everything that he planned to do and his reasoning behind his actions. In addition and perhaps more importantly, Brent gave me his FINRA report as a first step so that I knew, without a shadow of a doubt, that I was working with someone who had a record of honesty and openness
Jessa Reichling
Jan 15, 2018
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I was referred to Scottsdale Wealth Advisory by one of my clients in February. I decided to stop by Mr. Matthew's office to introduce myself and get a sense of who he is. Moreso I needed to get a sense if he is someone I would feel comfortable having manage my money. I was very glad I did. The best way to describe Brent is having an expert in the family (minus the family baggage lol). He has treated me like his sister, taken very good care of my finances and now planning my Mom and Dad's retirement. I trust Brent and respect him a lot. I highly recommend Scottsdale Wealth Advisory.
Nancy Nguyen
Sep 16, 2017
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I was fortunate to meet Brent at a local Chamber of Commerce event last year. I called Brent 3 months later and he remembered me and the details of our conversation. He invited me to his office where he spent time teaching me important strategies for managing my retirement and walked me through the process of working with him. Immediately I could tell I was in good hands, and after a year I can say without a doubt, Brent is a financial wizard.
What I like about him and his business the most is the attention to detail and accessibility. No matter my question and no matter the importance, he will
What I like about him and his business the most is the attention to detail and accessibility. No matter my question and no matter the importance, he will
Scott Siepmann
Jun 14, 2017
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With my parents getting up there in age I took on the responsibility in finding them a financial planner that I knew was held to the fiduciary standard. It was very important to them, and myself, that whom ever we chose to work with took the time to educate us on what all our investment and insurance options were. Because my father is a Retired Air Force Colonel, my mother a Retired RN, they each have a strong sense of needing all information before feeling comfortable, and confident in making a prudent decision, and Brent was exceptional in providing just that, which is why I felt compelled to
