Matt Dages is a Fiduciary Financial Advisor and retirement planning specialist based in the Greater Phoenix and Scottsdale area. As Founder and President of Bright Wealth Management, Dages works directly with retirees — offering critical guidance in navigating taxes in retirement, Social Security planning and long-term income strategies.
With a career rooted in fiduciary responsibility and education, Matt Dages has built his practice around transparency, ethics and a client-first planning philosophy. His work focuses on simplifying complex financial and tax concepts so retirees can make informed, calm decisions during critical life transitions.
Education & Professional Training
Matt Dages holds a Bachelor’s Degree in Business and Finance. He has also completed advanced professional training in retirement income planning, tax-efficient withdrawal strategies and portfolio construction. Dages is licensed as a Series 65 Investment Adviser Representative.
Dedicated to remaining on the cutting edge of the financial services industry, Bright Wealth Management Founder & President Matt Dages actively seeks out continuing education in retirement tax law, estate planning coordination and investment management.
Founder & President of Bright Wealth Management
Fiduciary Financial Advisor and Retirement Planning Expert
Founder & President Matt Dages established Bright Wealth Management in 2022. Dages has built the firm into one of Arizona’s fastest-growing independent fiduciary advisory practices since its inception. As a fiduciary financial advisor and retirement planning expert, Dages leads the firm with a client-first philosophy grounded in transparency and ethical responsibility.
As a financial services leader with deep experience navigating retirement income strategy and tax-focused planning, Matt Dages brings critical and versatile expertise to his leadership of the venture. As a fiduciary financial advisor and retirement planning expert at Bright Wealth Management, Dages specializes in helping retirees and pre-retirees confidently address complex financial decisions, with particular emphasis on taxes in retirement, Social Security optimization, Roth conversion strategies and personalized income planning.
Previous Professional Experience
Prior to founding Bright Wealth Management, Dages held senior advisory roles at established wealth management firms, including Mortach Financial. Throughout his career, he has guided hundreds of households through market cycles and legislative tax changes, specializing in Roth conversion strategies, RMD planning, Social Security optimization and estate planning education.
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