Bright Wealth Management is a U.S.-based financial advisory firm headquartered in Phoenix, Arizona, specializing in wealth management and financial planning for individuals and families. The company offers comprehensive services including retirement planning, tax planning, Roth conversions, 401(k) and pension rollovers, annuity services, and estate planning.
It operates on a transparent, fee-based fiduciary model that ensures the client’s best in…
Bright Wealth Management is a U.S.-based financial advisory firm headquartered in Phoenix, Arizona, specializing in wealth management and financial planning for individuals and families. The company offers comprehensive services including retirement planning, tax planning, Roth conversions, 401(k) and pension rollovers, annuity services, and estate planning.
It operates on a transparent, fee-based fiduciary model that ensures the client’s best interest always comes first. Bright Wealth Management provides complimentary portfolio reviews and written financial plans with no obligation.
Their mission is to empower clients financially by reducing fees, improving tax efficiency, and protecting assets from market volatility.
Founded by Matt Dages, the firm was built to deliver transparent and human-centered financial services, with social responsibility at the heart of its approach.
