Scottsdale Wealth Advisory
Income planning
Addess:
8501 North Scottsdale Road, 205Paradise Valley, Arizona 85253 US
Email:
scottsdalewealth@burst-email.comPhone:
+1 480-247-9090About Us
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 client's 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 focusing on client education to cultivate well-informed investors.
Key Services in 2025
https://scottsdalewealthadvisory.com/
- Income planning
- 401k Rollovers
- Estate Planning
- Fund Management
- Asset Allocation
