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Our Raleigh-based advisors provide expert wealth management and investment advisory services for high-net-worth individuals, corporate retirement plan sponsors, and endowments and foundations of nonprofits.

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.

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Our New Orleans financial advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.

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If you’re looking for financial advice in Melbourne, call us to set up an appointment on 03 9113 9321.

We are an investment advisory firm serving those in retirement or nearing it. We aim to provide three primary benefits: Improving portfolio returns, cutting your tax bill, and providing you with peace of mind. Our mission in providing those benefits is to turn your financial house into a financial castle.

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