wiseradvisor

Matthew Cherry
Wealth Management Solutions, LLC

Tel: (480) 609-4332
8550 East Shea Blvd.
Suite 130
Scottsdale, AZ 85260

Bringing Clarity to Complex Situations

Wealth Management Solutions, LLC | Financial Advisor in Scottsdale ,AZ

About Wealth Management Solutions, LLC

If you are an entrepreneur with a business or are thinking about selling your business, a corporate executive with complex company benefits, a divorcee figuring out your finances, or just looking to retire soon, then my experience will be of benefit to you. Each type of client I work with has a unique set of circumstances and needs, but the common thread is a piece of mind you will get from having a professional manage your assets, provide financial planning expertise and ultimately maximize your wealth. Wealth Management is a combination Investment Management + Financial Planning. I will help you maximize your wealth by managing your investments, income tax planning, estate and gift planning, maximizing your company benefits (401(k), restricted stock, stock options, deferred compensation plans), and when income is needed turning your investments into a reliable income stream. To provide you with a consistent, high-quality level of service, we maintain only a select number of client relationships, and get to know your situation inside and out. This allows us to provide you with timely, personal advice. You can be confident in the advice we give, as we will happily put it in writing. As a client, you will receive detailed follow up emails after our meetings so we can ensure there is no question as to what we are recommending, and why.


General Information

Firm Start Year:   2003
No.of Employees:   5-9
Name of Custodial Firm:   Charles Schwab & Co
Number of Years with Current Firm:   2


Qualifications & Memberships

Financial Organization Memberships:   Financial Planning Association (FPA)


Firm Information

Assets Managed by Firm:   $120,000,000


Matthew Cherry

Matthew Cherry

CFP™

Growing up in a world where it seemed like debt was a part of everyones life, Matt found himself following the same path. He worked his way out of debt, and decided that he wanted to learn more about how money worked, so he could share his passion to help others avoid the mistakes he made himself. He worked full-time overnight at Salt River Project (you may have heard his voice recording if you had a power outage in your area overnight), while going to school full-time during the day, cat-napping in his car between classes. This lasted for well over two years until he earned his BS in Finance with the WP Carey School of Business at Arizona State University. Go Devils! After graduation, Matt began working for a large retail brokerage firm, where he continued to build his knowledge of financial planning and investments. In June 2018, Matt accepted the role of Financial Advisor at Wealth Management Solutions, and enjoys working with clients to secure their financial future. He is proud to have earned the marks of a Certified Financial Planner".

My Team

If you are an entrepreneur with a business or are thinking about selling your business, a corporate executive with complex company benefits, a divorcee figuring out your finances, or just looking to retire soon, then my experience will be of benefit to you. Each type of client I work with has a unique set of circumstances and needs, but the common thread is a piece of mind you will get from having a professional manage your assets, provide financial planning expertise and ultimately maximize you Show More

I have been a financial advisor for nearly 20 years. Previously, I worked for a large, well known national discount brokerage firm. Throughout my career I have incorporated my passion for helping others know and understand more about investing into a career which can lead to individuals and families accomplishing their life goals. People often don't discuss money, but as their trusted advisor, I enjoy the opportunity to have candid conversations that can shed light on how the wages of their hard Show More

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM