Financial Advisors
Phoenix, AZ
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.
Ideal for: Retirees and pre-retirees seeking personalized financial planning, individuals with significant assets looking to minimize taxes and preserve wealth, clients who value fiduciary accountability and transparent fee-based advice
Service area: Phoenix and surrounding areas, Arizona
Fiduciary Standard & Fee-Based Model: Bright Wealth Management operates as a fiduciary firm with a fee-based model, ensuring the advisor's interests are fully aligned with clients' best interests rather than earning commissions on products.
Founder Expertise & Purpose-Driven Approach: Led by Matt Dages, a service-oriented advisor mentored by leadership at one of the country's largest independent financial services firms, with a demonstrated commitment to financial literacy and community impact.
Comprehensive Retirement & Tax Strategies: Offers specialized services including retirement planning, Roth conversions, 401(k)/pension rollovers, and tax planning designed to preserve wealth while optimizing for longevity and tax efficiency.
Address: 2375 E Camelback Rd #201, Phoenix, AZ 85016
Phone: (833) 777-4296
Website: brightwm.com
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