Scottsdale Wealth Advisory - Paradise Valley, Arizona

steve wilner

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.

Niccolle Clifford

Brent and his team at Scottsdale Wealth Advisory have provided us with the professionalism, knowledge and patience we needed in order to plan for our retirement. Brent listened, spent as much time as we needed, and customized a plan that was best suited to our needs. He cares as much about our financial success as we do and that has given us great peace of mind. Brent would be a tremendous asset to anyone looking to advance their financial future!

Nancy Nguyen

I was fortunate to meet Brent at a local Chamber of Commerce event last year. I called Brent 3 months later and he remembered me and the details of our conversation. He invited me to his office where he spent time teaching me important strategies for managing my retirement and walked me through the process of working with him. Immediately I could tell I was in good hands, and after a year I can say without a doubt, Brent is a financial wizard.

What I like about him and his business the most is the attention to detail and accessibility. No matter my question and no matter the importance, he will take the time to explain in a way that makes sense. He is genuine, honest, respectful and as smart as they come.

As a Scottsdale business owner with a family, I highly recommend Brent Matthew and his company Scottsdale Wealth Advisory. At the very least you will gain priceless information and a new friend. Thank you so much for everything Brent.

Leila Parrott

I have worked with Brent Matthew for a year. He was recommended by my sister. I am retired and, although I worked in the finance sector, I did not put my 401K assets into the stock market… I am very leery of it. So I had cash. Brent listened to my concerns, and helped me invest in low risk markets that pay monthly dividends. The majority of my money is in a long-term asset, with the remainder in a portfolio of ethical stocks that I felt comfortable investing in. This is the best thing I could have possibly done. Brent listens, and is very responsive to concerns and questions. I am confident about my retirement income, knowing it is in great hands. My stress level is exponentially lower. I highly recommend Brent!

Jessa Reichling

I was referred to Scottsdale Wealth Advisory by one of my clients in February. I decided to stop by Mr. Matthew's office to introduce myself and get a sense of who he is. Moreso I needed to get a sense if he is someone I would feel comfortable having manage my money. I was very glad I did. The best way to describe Brent is having an expert in the family (minus the family baggage lol). He has treated me like his sister, taken very good care of my finances and now planning my Mom and Dad's retirement. I trust Brent and respect him a lot. I highly recommend Scottsdale Wealth Advisory.

Charles Parnell

I have been a client of Brent Matthews for 8 years. It was a great decision from the beginning, and when he started his own firm, I only knew things would get better. I find Brent responsive to my needs. He met me where I was financially, helped me recover from some bad decisions and an assortment of positions I held. He educated me as needed, and has put me a secure path that gives me no worries for retirement. I highly recommend Scottsdale Wealth Advisory (SWA) if you want a top shelf financial advisor that has demonstrated integrity, honesty, and comprehensive market knowledge. He does what’s best for you and your situation, and has always gone the extra mile to help us make informed decisions about our finances. If that isn’t enough, he also has become a good friend to our family. You need to check SWA out, you won’t regret it.

Sandra Britton

I am in mid-seventies and have had many financial planners. The challenge for me as clergy woman was that I did not know the questions to ask a financial planner in order to ascertain the value of what I was being told. Brent immediately gained my trust in the way he approached the plan he had in mind for me. He explained everything that he planned to do and his reasoning behind his actions. In addition and perhaps more importantly, Brent gave me his FINRA report as a first step so that I knew, without a shadow of a doubt, that I was working with someone who had a record of honesty and openness.
Thank you, Brent, for being an excellent financial planner!

Rich Bowen

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.