Last Updated on December 18, 2025 by Social Career Builder
Fiduciary Financial Advisor | Founder of Bright Wealth Management | Retirement Tax Expert Phoenix, Arizona
Matt Dages is a fiduciary financial advisor and retirement tax planning expert who has dedicated his career to helping Arizona families navigate their financial futures with confidence. Also known as Matt Dages, he is the founder of Bright Wealth Management, an independent fiduciary firm in Phoenix, Arizona, where he combines his analytical business background with a deep passion for client education and transparent advisory services.
Matt’s professional journey began with a degree in business/finance, followed by experience in financial consulting. Matt’s transition to founding his own wealth management firm was driven by a passion for making complex retirement planning accessible to everyday families.
Today, Matt leads Bright Wealth Management, where his team provides personalized retirement programs including Roth conversion planning, Social Security optimization, tax-efficient withdrawal strategies, RMD planning, and estate planning coordination. The firm serves the Greater Phoenix, Scottsdale, Goodyear, and Surprise communities with a client-centered, fiduciary approach to wealth management.
As a featured financial expert on NBC and regular guest on KTAR radio, Matt Dages facilitates educational conversations about retirement income planning, tax strategies, and wealth preservation. Matt’s approachable communication style makes complex financial information accessible to clients at every stage of their retirement journey.
Matt Dages is recognized as a trusted voice in Arizona retirement planning and has built one of the state’s fastest-growing fiduciary wealth management firms. Matt is passionate about client empowerment, transparent financial advice, and building lasting relationships with the families he serves.
Originally from San Diego, California, Matt Dages now calls the Phoenix area home. When not working with clients, he enjoys hiking Arizona’s trails, exploring local restaurants, and spending time with family.
Education:
- Bachelor’s Degree, Business/Finance
- Series 65 – Investment Adviser Representative (Fiduciary Advisor)
Experience:
- Founder & President, Bright Wealth Management — Phoenix, AZ (Current) | Matt Dages | https://brightwm.com/
- Senior Advisor, Mortach Financial — (Previous) | Matt Dages
- Financial Consulting (Previous)
Expertise:
- Retirement Income Planning
- Tax-Efficient Withdrawal Strategies
- Roth Conversion Planning
- Social Security Optimization
- Estate Planning Coordination
- Fiduciary Wealth Management
- Financial Education & Public Speaking
Recognition:
- Featured on NBC
- Guest Expert on KTAR Radio
- Arizona Diamondbacks Sponsor on NBC
- One of Arizona’s Fastest-Growing Fiduciary Firms
