Bright Wealth Management, Financial Advisors

Name: Bright Wealth Management, Financial Advisors
Address: 3333 East Camelback Road, Phoenix, AZ, 85018, US
Telephone: (833) 777-4296
Price range: $$$
Rating: 5

Personalized financial planning with a focus on your unique goals and retirement strategies.

5(5 reviews)

financial-advising

$$$

Directions Call Website

About

Bright Wealth Management provides comprehensive financial advisory services for individuals and families in Phoenix and beyond. Led by Matt Dages, the team offers personalized investment management, retirement planning, and tax optimization strategies. Known for their attentive, client-first approach, they help clients transition from large firms to receive customized care and detailed financial plans. Bright Wealth Management prioritizes clear communication and building long-term relationships to help clients achieve financial security and growth.

Photos

Bright Wealth Management, Financial Advisors

1 / 1

Location

3333 E Camelback Rd #254, Phoenix, AZ 85018, USA

Get directions

Information

3333 East Camelback Road

Phoenix, AZ, 85018

(833) 777-4296 brightwm.com/

Is this your business?

Claim Bright Wealth Management, Financial Advisors to manage your storefront, respond to reviews, and receive customer leads.

Services

Retirement Planning

Comprehensive strategies to prepare for retirement, including income management and portfolio optimization.

Investment Management

Personalized investment advice and portfolio management to grow and protect your assets.

Tax Strategy Consulting

Expert guidance on tax-efficient planning to minimize liabilities and maximize savings.

Financial Transition Support

Assistance with consolidating accounts, such as 401k rollovers, for streamlined management.

Annuity Planning

Education and implementation of annuity options for secure, long-term income.

5.00 · 5 reviews

Overall rating

David Heighway

via Google

· 9 months ago

Matt has been very helpful in organizing all of the various 401k accounts from multiple employers and in getting things focused for getting to a goal. Highly recommended!

Denise Nicolette

via Google

· 9 months ago

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!

Janet Craig-Thomas

via Google

· 11 months ago

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.

Denise Knope

via Google

· 11 months ago

My one on one meeting with Matt was more than I expected. He spoke with me and not at me. Made sure I understood what was being shared. He took his time and treated me like no other financial advisor. The down to earth and professionalism combined gained my trust immediately. I highly recommend The Bright Wealth Family for your financial future! Thank you Matt and Lynette for all you do for me. Denise Knope

patricia galindo

via Google

· 1 year ago

Started working with Matt as a result of radio talk show on 92.3. Finally made the call in Dec 24. He was very up front just like on his show and educated me with annuity planning and my other accounts and felt very much at ease. As a recently retired and divorced person with less income, I needed to make sure I was on the right track. He is handling most of my accounts and so far so good! I’m by no means a wealthy person, in fact thought I wouldnt be worth his time, but gladly quite the opposite. Don’t hesitate to consult with Matt!

Larry B. Betts, CPA is a reputable accounting firm in Phoenix, Arizona, specializing in comprehensive tax preparation and financial consulting for individuals and businesses. With decades of experience, the firm offers reliable, accurate services handled by a knowledgeable team including tax preparers and supportive staff. Known for responsive communication, transparent pricing, and a stress-free approach, they build long-term client relationships based on trust and professionalism. The firm ensures all returns are done properly and legally, providing clear guidance and efficient solutions tailored to each client's needs.

Directions Call