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Scottsdale Wealth Advisory

Insurance Agencies

Updated on Dec 10, 2024

View more like this | Visit PARADISE VALLEY, AZ | Contact Scottsdale Wealth Advisory
Image for Scottsdale Wealth Advisory with ID of: 6310655
Description:

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.



List of Services:

Income planning

401k Rollovers

Estate Planning

Fund Management

Asset Allocation



Business Hours:

Mon: 07:00 - 17:00

Tue: 07:00 - 17:00

Wed: 07:00 - 17:00

Thu: 07:00 - 17:00

Fri: 07:00 - 17:00

Sat: Closed

Sun: Closed



For more information, please contact us with the following details:



Contact Telephone:

+1 480-247-9090


Map

Scottsdale Wealth Advisory

8501 North Scottsdale Road 205 Paradise Valley, Arizona 85253

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