Bright Wealth Management - Financial Planner

Bright Wealth Management is an independent fiduciary advisory firm led by founder Matt Dages, specializing in comprehensive retirement planning, investment management, and wealth preservation for Phoenix-area clients. The firm offers personalized financial planning including retirement planning, tax planning, Roth conversions, 401(k)/pension rollovers, annuity services, and estate planning—all tailored to individual goals rather than one-size-fits-all strategies. As a fee-based fiduciary firm, Bright Wealth Management prioritizes client interests over profits, focusing on tax efficiency and portfolio optimization to help clients achieve financial independence and build lasting legacies.