About Scottsdale Wealth Advisory
Scottsdale Wealth Advisory is a trusted financial advisor serving Scottsdale, AZ, and the surrounding areas. The firm specializes in annuities, estate planning, retirement planning, wealth management, and comprehensive financial advisory services. As a Registered Investment Advisor, Scottsdale Wealth Advisory is held to the Fiduciary Standard, always putting clients' interests first. Led by Founder Brent Matthew, the firm focuses on clear communication, client education, and customized strategies using high-value, low-cost solutions. Clients praise Brent's patience, excellent listening skills, and depth of financial planning knowledge. The entire staff is described as candid, thoughtful, and pleasant, reflecting the firm's refreshing professionalism. Clients who have worked with Scottsdale Wealth Advisory, including a former CPA, have found Brent to be very knowledgeable and willing to provide detailed information to answer any questions. By guiding clients through the purchase of fixed-indexed annuities, Brent has helped them add a valuable investment to their retirement planning.
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.
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.
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.