Scottsdale Wealth Advisory

Name: Scottsdale Wealth Advisory
Address: 8501 North Scottsdale Road, Paradise Valley, AZ, 85253, US
Telephone: (480) 247-9090
Price range: $$$
Rating: 5

Scottsdale Wealth Advisory: Patient, personalized retirement planning with clear, trusted guidance in Paradise Valley.

5(5 reviews)

insurance

$$$

Est. 2016

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About

Scottsdale Wealth Advisory in Paradise Valley offers retirement planning and tailored financial guidance. Clients praise patient listening, education, and customized plans backed by deep market knowledge and integrity. The firm helps balance portfolios with income-focused strategies, including fixed indexed annuities for lifetime income, delivered in an accessible, client-centered approach.

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Location

8501 N Scottsdale Rd, Paradise Valley, AZ 85253, USA

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Information

8501 North Scottsdale Road

Paradise Valley, AZ, 85253

(480) 247-9090 scottsdalewealthadvisory.com/

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Services

Retirement Planning

Customized strategies to secure your retirement with lifetime income solutions and portfolio balancing.

Fixed Indexed Annuities

Secure, predictable lifetime income options tailored to your financial goals and risk tolerance.

Portfolio Management

Professional management of equity and fixed-income portfolios to optimize growth and minimize risk.

Financial Education

Personalized sessions to help you understand investment strategies and make informed financial decisions.

Comprehensive Financial Planning

Holistic approach covering retirement, investments, and long-term financial security for individuals and families.

5.00 · 5 reviews

Overall rating

steve wilner

via Google

· 2 years ago

I started by reading all the other reviews which are outstanding. It does not surprise me. I have known Brent for over 12 years. I was in my late 50s trying to financially prepare for a secure retirement. Now I am 70 and have been comfortably retired for almost 6 years. He helped me to balance an equity heavy portfolio with fixed indexed annuities that are providing as predicted lifetime income for us. Brent is patient, an excellent listener and an educator. His communication skills are outstanding. His friendly attitude is matched by his depth of financial planning knowledge. You are in good hands here.

Niccolle Clifford

via Google

· 5 years ago

Brent and his team at Scottsdale Wealth Advisory have provided us with the professionalism, knowledge and patience we needed in order to plan for our retirement. Brent listened, spent as much time as we needed, and customized a plan that was best suited to our needs. He cares as much about our financial success as we do and that has given us great peace of mind. Brent would be a tremendous asset to anyone looking to advance their financial future!

Charles Parnell

via Google

· 6 years ago

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 best for you and your situation, and has always gone the extra mile to help us make informed decisions about our finances. If that isn’t enough, he also has become a good friend to our family. You need to check SWA out, you won’t regret it.

Jessa Reichling

via Google

· 9 years ago

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

via Google

· 9 years ago

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 take the time to explain in a way that makes sense. He is genuine, honest, respectful and as smart as they come. As a Scottsdale business owner with a family, I highly recommend Brent Matthew and his company Scottsdale Wealth Advisory. At the very least you will gain priceless information and a new friend. Thank you so much for everything Brent.

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