What People love about this company
Bright Wealth Management is a fee-only fiduciary financial planner in Phoenix, AZ, located on Camelback Road and serving Arcadia, Biltmore, Scottsdale, and Paradise Valley. Our certified financial planners specialize in comprehensive financial planning, retirement planning, and investment management to help clients build, manage, and protect long-term wealth. We provide personalized strategies that integrate portfolio management, asset management, and tax-efficient planning, all tailored to your unique financial goals. As fiduciaries, we always act in your best interest with transparent, commission-free advice. Individuals, families, and professionals seeking a trusted financial advisor in Phoenix can expect disciplined investment strateg
Bright Wealth Management is a fee-only fiduciary financial planner in Phoenix, AZ, located on Camelback Road and serving Arcadia, Biltmore, Scottsdale, and Paradise Valley. Our certified financial planners specialize in comprehensive financial planning, retirement planning, and investment managem...
see more(3) Reviews for this company
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Denise Nicolette
We called to set up a meeting with Matt Dages after hearing him on 92.3 radio. It was so refreshing to have him listen and give us such great tax advice and a mix of having also some safer investment options, as my husband is approaching retirement age. After having been with Morgan Stanley for years; we made the switch to Bright Wealth, because of the personalized care and a detailed plan that Matt and his team put together for us. Our old advisor left us feeling like we were just a number. Not so with Matt! He has gone above and beyond to help us achieve our financial goals, and we could not be happier that we made the switch! He is wonderful!
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Calm Royale
My name is Marie Corral, an upcoming retiree who wants to simply enjoy life with my first and wonderful grandson and my small loving family. I’m sincerely grateful for the professional expertise from Matt Dages with meaningful sound steps to build a better future as my money was a decent amount but not as large as others. I was searching for what to do at this late stage. Thank Heaven for Matt’s radio show that made honest sense to me. Instead of today’s distractive noise in financial communications I have peace of mind as my hard earned funds are growing and being preserved. I value the clarity and the wisdom that also prioritizes my goals for the people I love. Better late than never. If a horrible rainstorm comes, I have a little strong ark.
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Janet Craig-Thomas
Matt and his team have been excellent to work with! From start to finish, they guided us through the transition process and were always available to answer questions. My husband and I trust Matt's advice with our finances to make firm decisions on our investments. In the short time we have been with Bright Wealth, we are very impressed with the progress in our portfolio. Matt has our best interests in mind and will do the same for others. I highly recommend Matt and Bright Wealth for your financial management needs.
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
C
Calm Royale
My name is Marie Corral, an upcoming retiree who wants to simply enjoy life with my first and wonderful grandson and my small loving family. I’m sincerely grateful for the professional expertise from Matt Dages with meaningful sound steps to build a better future as my money was a decent amount but not as large as others. I was searching for what to do at this late stage. Thank Heaven for Matt’s radio show that made honest sense to me. Instead of today’s distractive noise in financial communications I have peace of mind as my hard earned funds are growing and being preserved. I value the clarity and the wisdom that also prioritizes my goals for the people I love. Better late than never. If a horrible rainstorm comes, I have a little strong ark.
D
Denise Nicolette
We called to set up a meeting with Matt Dages after hearing him on 92.3 radio. It was so refreshing to have him listen and give us such great tax advice and a mix of having also some safer investment options, as my husband is approaching retirement age. After having been with Morgan Stanley for years; we made the switch to Bright Wealth, because of the personalized care and a detailed plan that Matt and his team put together for us. Our old advisor left us feeling like we were just a number. Not so with Matt! He has gone above and beyond to help us achieve our financial goals, and we could not be happier that we made the switch! He is wonderful!
J
Janet Craig-Thomas
Matt and his team have been excellent to work with! From start to finish, they guided us through the transition process and were always available to answer questions. My husband and I trust Matt's advice with our finances to make firm decisions on our investments. In the short time we have been with Bright Wealth, we are very impressed with the progress in our portfolio. Matt has our best interests in mind and will do the same for others. I highly recommend Matt and Bright Wealth for your financial management needs.
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