Press Release | Scottsdale Wealth Advisory: Invest With Purpose For A Successful Retirement

Scottsdale Wealth Advisory is one of the most respected ﬁnancial advisory service providers in the Southwestern US, offering full-service ﬁnancial management, educational resources, and events to the public.

“Scottsdale Wealth Advisory was launched with a vision and set of principles that we continue to maintain as a firm,” explains Senior Vice President David D’Eredita. “We are ever-mindful of our role as a…

Continue Reading ▸

By: Zoey Thompson | Published: August 15, 2019

Share This Post:

What to Consider in Your Charitable Giving Plan

Congratulations! You’ve decided to give to a charitable organization. Charitable giving is a wonderful way to help further causes you are passionate about and feel good while doing it.

Closing the Year Strong: A Practical Guide to Tax-Deferred Account Checkups

The final weeks of the year are often filled with holiday plans, travel, and family gatherings. Yet December is also...

Continue Reading ▸

Why December Is the Right Time to Review Your Tax-Deferred Accounts

The end of the year often brings financial checklists like holiday budgets, tax planning, and charitable contributions. One important task...

Continue Reading ▸

Charitable Giving Strategies: How Year-End Donations Can Support Your Financial Plan

For many families, giving is an important expression of values. Whether it is supporting a local nonprofit, a place of...

Continue Reading ▸

The Season of Giving: Aligning Charitable Contributions with Your Tax Strategy

As the year comes to a close, many families reflect on causes they care about and consider making donations. The...

Continue Reading ▸

Estate Planning Essentials: Building the Foundation for Your Financial Legacy

When people think about retirement and financial planning, investments and income often come to mind first. Yet, estate planning essentials...

Continue Reading ▸

From Wills to Trusts: Simplifying the Core Elements of Estate Planning

Estate planning is about more than passing along assets. It provides a framework for how your wishes are carried out...

Continue Reading ▸

Press Release | Scottsdale Wealth Advisory: Invest With Purpose For A Successful Retirement

What to Consider in Your Charitable Giving Plan

Closing the Year Strong: A Practical Guide to Tax-Deferred Account Checkups

Why December Is the Right Time to Review Your Tax-Deferred Accounts

Charitable Giving Strategies: How Year-End Donations Can Support Your Financial Plan

The Season of Giving: Aligning Charitable Contributions with Your Tax Strategy

Estate Planning Essentials: Building the Foundation for Your Financial Legacy

From Wills to Trusts: Simplifying the Core Elements of Estate Planning

Plan With Purpose, Not Pressure.

Financial Conversations That Put You First

Support for Every Stage of Planning

Direction Shaped by Independence

Let's Connect

Press Release | Scottsdale Wealth Advisory: Invest With Purpose For A Successful Retirement

What to Consider in Your Charitable Giving Plan

Closing the Year Strong: A Practical Guide to Tax-Deferred Account Checkups

Why December Is the Right Time to Review Your Tax-Deferred Accounts

Charitable Giving Strategies: How Year-End Donations Can Support Your Financial Plan

The Season of Giving: Aligning Charitable Contributions with Your Tax Strategy

Estate Planning Essentials: Building the Foundation for Your Financial Legacy

From Wills to Trusts: Simplifying the Core Elements of Estate Planning

Plan With Purpose, Not Pressure.

Financial Conversations That Put You First

Support for Every Stage of Planning

Direction Shaped by Independence

Join Our Mailing List