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.
|Firm Start Year:||2003|
|Name of Custodial Firm:||Charles Schwab & Co|
|Number of Years with Current Firm:||2|
Qualifications & Memberships
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Assets Managed by Firm:||$120,000,000|
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".
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|