Reviews for Scottsdale Wealth Advisory

Feb 2024

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.
Mar 2023

Brent is candid, thoughtful, and pleasant. His entire staff reflects these attributes. I was pleasantly surprised by such refreshing professionalism in a financial advisor. His knowledge appears to equal the best in the industry.
Mar 2022

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.

From Scottsdale Wealth Advisory

Scottsdale Wealth Advisory (SWA) is a Registered Investment Advisor in AZ, CA, ILL, NM, OH & TX. Held to the Fiduciary Standard, SWA is legally obligated to put its clients' interests ahead of its own. The firm represents select families in their assets & liabilities management. Brent Matthew, the firm’s Founder & President, is dedicated to providing high-level communication with a focus on client education in an effort to cultivate well-informed investors. SWA is agnostic with respect to which insurance & investment management firms it decides to partner with due to prioritizing clients’ interests. By creating customized financial plans using high value, low cost investment management, Brent Matthew & his team stand apart.