Bright Wealth Management, headquartered in Phoenix, Arizona, is a fiduciary financial advisory firm founded by Matt Dages, a seasoned professional mentored by Dave Mortach. The firm specializes in personalized financial planning services, including retirement planning, tax strategies, Roth conversions, 401(k)/pension rollovers, annuity services, and estate planning. Emphasizing a client-first approach, Bright Wealth Management offers complimentary portfolio reviews and written financial plans, aiming to empower clients through financial literacy and tailored strategies. Their commitment to transparency and integrity is evident in their fee-based model, ensuring alignment with clients’ best interests. Beyond financial services, the firm actively engages in community support, notably through partnerships with organizations like The Travis Mills Foundation, reflecting their dedication to making a positive impact both financially and socially.