Andy Mortenson

Scottsdale Wealth Advisory is a full-service fiduciary retirement planning firm serving pre-retirees and retirees across Arizona and multiple states. With a strong commitment to always putting clients first, we develop comprehensive, tax-efficient financial plans tailored to each family’s unique goals. Our Mission is to enhance the quality of life for those our firm is fortunate to represent. Through our focus on investor education, we provide those we serve with the knowledge required to make prudent financial decisions. If you’ve been searching for simple, straight-to-the-point financial education and fiduciary asset management, you’ve come to the right place! Scottsdale Wealth Advisory offers the services of an ultra-wealthy “Family Office” to residents of the Valley of the Sun. 𝘛𝘰 𝘴𝘤𝘩𝘦𝘥𝘶𝘭𝘦 𝘺𝘰𝘶𝘳 𝘤𝘰𝘮𝘱𝘭𝘪𝘮𝘦𝘯𝘵𝘢𝘳𝘺 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘤𝘰𝘢𝘤𝘩𝘪𝘯𝘨 𝘴𝘦𝘴𝘴𝘪𝘰𝘯, 𝘤𝘢𝘭𝘭 (480) 247-9090, 𝘦𝘮𝘢𝘪𝘭 𝘪𝘯𝘧𝘰@𝘚𝘞𝘈𝘍𝘪𝘳𝘮.𝘤𝘰𝘮, 𝘰𝘳 𝘣𝘰𝘰𝘬 𝘥𝘪𝘳𝘦𝘤𝘵𝘭𝘺 𝘢𝘵 𝘤𝘢𝘭𝘦𝘯𝘥𝘭𝘺.𝘤𝘰𝘮/𝘉𝘳𝘦𝘯𝘵𝘔𝘢𝘵𝘵𝘩𝘦𝘸. Industry regulations prohibit endorsements or testimonials for Scottsdale Wealth Advisory, LLC, or any Investment Advisor Representative. Posts must refrain from recommending advisory services or providing testimonials for our firm, since they are strictly prohibited. Please understand that we are required to delete such posts, since this is a regulatory requirement. Advisory services are offered by Scottsdale Wealth Advisory, LLC, an Investment Advisor in the State of Arizona. Insurance products and services are offered through Scottsdale Wealth Advisory, LLC. Scottsdale Wealth Advisory, LLC is not affiliated with or endorsed by the Social Security Administration or any government agency, and is not engaged in the practice of law.