Scottsdale Wealth Advisory provides full-service wealth management under the fiduciary rule. Through the use of the firm's Financial GPS Program, we represent select families in their pursuit of balanced portfolio management both pre- and post-retirement. Our expertise allows for innovative financial strategies when custom-tailoring client portfolios to meet short.
Schedule your financial coaching session to learn more about finding true-balance in your money management. This complimentary one-hour session will help uncover where any deficiencies hide within your current financial plan that can be catastrophic to living your retirement on your terms. Increase font size in this entire section.
Schedule your financial coaching session to learn more about finding true-balance in your money management. This complimentary one-hour session will help uncover where any deficiencies hide within your current financial plan that can be catastrophic to living your retirement on your terms. Increase font size in this entire section.
Services
Our mission
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Our Mission is to enhance the quality of life for those our firm is fortunate to represent. Through our focus on investor education, we provide those we serve with the knowledge required to make prudent financial decisions. Trust - Because every successful relationship is built on trust, we spend a significant amount of time getting to know our client's, and what inspires them every day of their lives.
Our vision
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Our Vision is to advocate for those we serve in defining what financial success feels like. Not missing out on opportunities in life with friends and family where you experience "Bucket List" activities that were once only a dream. Living a long healthy life, god willing, to its fullest without the worry of being a burden on family to care for you.
Team
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Being the Founder and President of Scottsdale Wealth Advisory, a multi-state registered firm held to the Fiduciary standard, Brent's primary responsibility is cultivating full-service financial planning that puts clients' interests first.
As the Portfolio Manager, he is accountable to the families the firm represents in researching Investment, Annuity, and Life Insurance options to be utilized through appropriate asset allocation with an emphasis on tax-efficiency.Brent is currently enrolled in the College for Financial Planning and working toward earning his Certified Financial Planner (CFP) accreditation.
As the Portfolio Manager, he is accountable to the families the firm represents in researching Investment, Annuity, and Life Insurance options to be utilized through appropriate asset allocation with an emphasis on tax-efficiency.Brent is currently enrolled in the College for Financial Planning and working toward earning his Certified Financial Planner (CFP) accreditation.
Solutions
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Whether you're retired, planning to retire, or building to retire, you need a simple step-by-step financial action plan! As a trusted full-service wealth management firm that operates under the fiduciary rule, you benefit from. Registered Representatives are advisors of Broker Dealers such as Merrill Lynch, Raymond James, Edward Jones, and Morgan Stanley.
Getting Started
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Schedule your financial coaching session to learn more about finding true-balance in your money management. This complimentary one-hour session will help uncover where any deficiencies hide within your current financial plan that can be catastrophic to living your retirement on your terms. Increase font size in this entire section.
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