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Home/Insurance Agencies/Scottsdale Wealth Advisory
S

Scottsdale Wealth Advisory

0.0(0 reviews)
Insurance Agencies

8501 North Scottsdale Road, Paradise Valley, AZ, 85253

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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

For more information, please contact us with the details below:

Contact Email:
info@SWAFirm.com


Contact Information

+1 480-247-9090
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8501 North Scottsdale Road
205
Paradise Valley, AZ 85253
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All loan and rate offers subject to credit approval. NMLS-licensed where applicable. Equal Housing Lender.