Scottsdale Wealth AdvisoryInsurance AgenciesUpdated on Dec 10, 2024 View more like this | Visit PARADISE VALLEY, AZ | Contact Scottsdale Wealth Advisory |

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
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
Scottsdale Wealth Advisory
8501 North Scottsdale Road 205 Paradise Valley, Arizona 85253