| Advisor Profile |
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| Name: |
Phil Matheson |
| Phone Number: |
(949) 467-9156 |
| Website: |
Visit Website
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| Request More Information |
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Business Description |
With 55 years of combined experience in the industry, The Wright Wealth Management Group is well-qualified to provide you with innovate strategies and the expertise needed to help you take control of your financial future. Our firm is based on a solid foundation dedicated to listening and responding specifically to our clients’ financial needs. By focusing on the long-term objectives of our professional relationships, we can provide recommendations tailored to the financial life you aspire to enjoy.
We offer an approach to comprehensive portfolio management where we view your assets as the means, not the end, because money means little without purpose. Our team strives to develop investment plans that increase both wealth and satisfaction, so that each client may create the life and legacy of their dreams.
At The Wright Wealth Management Group, we’re here to help you every step of the way, now and for generations to come. |
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General Information |
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| Insurance License#: |
CA # 0F90104
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| Name of Broker/Dealer: |
Wells Fargo Advisors, LLC
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| Name of Custodial Firm: |
First Clearing Corp
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| States Licensed in: |
Alabama
Arizona
California
Colorado
Florida
Georgia
Hawaii
Illinois
Maryland
Michigan
Minnesota
Missouri
North Carolina
New Jersey
Nevada
New York
South Carolina
South Dakota Texas
Utah
Virginia
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| Years of Experience in Financial Services: |
2
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| Number of Years with Current Firm: |
1
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| I work with the following types of clients: |
Individual Investors, Non-Profit Organizations, Businesses
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Commodities, Mutual Funds, Options & Futures, Alternative Investments, Mortgages & Real Estate, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Securities Licenses: |
Series 66, Series 7
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| Insurance and Annuity Licenses: |
Variable Annuity, Life, Annuity, Variable Life, Long Term Care
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Planning Clients: |
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| Firm's Number of Managed Clients: |
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| I am a fee-only financial professional: |
Yes
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| I am a fee-based financial professional: |
Yes
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| Minimum Portfolio Size for New Managed Accounts: |
50,000.00
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| Compensation Methods: |
Flat Fee, Commissions
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| Prepared By: |
Phil Matheson |
Frequently Asked Questions |
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| Q. |
What is your approach to 401 K plan rollovers? |
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How long does the process of rolling over a 401K plan usually take? |
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What financial institutions do you represent? |
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How many years of experience do you have? |
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What are your fees for this service? |
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How many 401K rollover clients do you currently manage? |
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Why should I roll over my 401K plan to your firm? |
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Do you provide a free initial consultation? |
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