https://scottsdalewealthadvisory.com/
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Scottsdale Wealth Advisory

Income planning

Insurance Company

Insurance
๐Ÿ“… Member Since: Feb 04, 2025
๐Ÿ‘ StoreFront Visits: 116

About Us

๐Ÿ“ Address

8501 North Scottsdale Road, 205
Paradise Valley, Arizona 85253 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 2026
๐Ÿ”— https://scottsdalewealthadvisory.com/
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Income planning
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401k Rollovers
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Estate Planning
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Fund Management
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Asset Allocation