At Bright Wealth Management, we believe that a bright future starts with a solid foundation.
That’s why we take the time to connect with our clients and craft personalized financial plans that will help you build the future you envision.
Illuminate Your Path.
Brighten Your Future.
Our mission is to empower you through financial literacy and build a
partnership that helps you reach your dreams for retirement.
Tune Into The Bright Wealth Management Show
Saturdays
2:00 pm – 3:00 pm
Sundays
3:00 pm – 4:00 pm
Listen To Episodes Of The
Bright Wealth Management Radio Show
Lighting The Path To A
Purpose-Driven Life.
Matt Dages is a service-oriented leader and fiduciary advisor with a purpose-driven passion for helping others. A man of faith, he believes there is always a path forward and is dedicated to helping his clients find their path to freedom. Matt grew up watching his family serve their community in the financial services sector. Being incredibly purpose-driven, he knew that he wanted his life to impact those around him in a positive and lasting way.
Matt was mentored by Dave Mortach, President of Mortach Financial, one of the largest independent financial services firms in the country. Dave instilled in Matt the importance of giving back to others, especially through charity, and helped raise millions of dollars for The Travis Mills Foundation. Matt rose to Vice President of Sales at Mortach Financial before leaving to start Bright Wealth Management, now one of the fastest-growing Independent Fiduciary Advisory Firms in Arizona.
Matt prioritizes clients over profit, giving people in his community the tools they need to live their dreams and leave a legacy they can be proud of. Focusing on teaching financial literacy, Matt is passionate about building plans tailored to the individual rather than a one-size-fits-all strategy. He possesses forward-thinking financial philosophies and understands the ever-changing industry, enabling him to lead with innovation to help his clients on a path to freedom and independence.
Matt is a family man with traditional values, determined to make an impact in his community. He contributes to various causes designed to help empower people and improve their lives and has continued his partnership with The Travis Mills Foundation, supporting veterans and their families. Because one man believed in Matt enough to lead him in this industry, Matt can now give back to his community fiercely. He has incorporated humanity into a cold industry because he cares about people, their lives, and their futures.
Matt Dages
President & Founder
Leading With
Innovation.
At Bright Wealth Management, we lead with innovation in an ever-changing financial industry.
Our team specializes in strategies designed to preserve your current wealth while growing your vision for the future, guiding you toward independence.
We understand that financial planning can be complicated, and we want to collaborate with you to maximize our financial potential and get you on the bright path to reaching your dreams in retirement.
Our
Services
At Bright Wealth Management, we safeguard and grow clients’ hard-earned wealth, especially in retirement. Our meticulous, tailored approach optimizes portfolios for longevity and stability.
We understand every dollar’s significance in your retirement nest egg, so we reduce fees, maximize tax efficiency, and implement strategic portfolio management. Our goal is simple: shield your wealth from market volatility for lifelong sustainability.
As fiduciaries, we uphold integrity and transparency. Our fee-based model ensures our interests align with yours, and our commitment to your best interests is unwavering.
At Bright Wealth Management, we’re not just managing investments; we’re crafting a roadmap for your financial future. With us by your side, you can rest assured that your wealth is in capable hands, poised for growth while safeguarded against any uncertainties that may arise.
Services We Offer
- Retirement Planning
- Tax Planning
- Roth Conversions
- 401k/Pension Rollover
- Annuity Services
- Estate Planning
Holistically Building A
Bright Future.
At Bright Wealth Management, we lead with innovation in an ever-changing financial industry.
Our team specializes in strategies designed to preserve your current wealth while growing your vision for the future, guiding you toward independence.
At Bright Wealth Management, we lead with innovation in an ever-changing financial industry.
Our team specializes in strategies designed to preserve your current wealth while growing your vision for the future, guiding you toward independence.
Let your Independence Shine.
Contact us today for a complimentary written financial plan.
The material presented on this website is for informational purposes only. It is not intended as legal or tax advice, or any other type of professional advice and should not be construed or interpreted as such.
Please consult with your attorney, accountant, and/or tax advisor for advice concerning your particular circumstances.
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.
Any comments regarding safe and secure investments and guaranteed income streams refer only to fixed insurance products. They do not in any way refer to investment advisory products. Rates and guarantees provided by insurance products and annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.
