Scottsdale Wealth Advisory

Feb 29th, 2024

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.
Jan 9th, 2024

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.
Jul 18th, 2022

Very knowledgeable, professional, responsive, and overall a pleasure to do business with!
Jun 2nd, 2021

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.
Sep 4th, 2020