Bright Wealth Management, Financial Advisors, Asset Management

Reviews

• JL

  Jodi Lavin

  Jun 23, 2026
  5.0
  I can't say enough wonderful things about Matt Dages. I always saved money. However, I did not manage my funds well. I trusted 2 financial advisors who did not look out for my best interests in the past. Due to this I kept most of my funds in a checking account making no interest for years! I was scared . Through Matt's wealth of knowledge, patience and a great deal of Integrity I slowly began to trust again. We meet quarterly, he explains my funds in detail and makes recommendations. He is proactive .I have never worked with someone like this before. If I had worked with him at least 10 years ago I would be in a much more comfortable position now. Maybe even retirement.
• JH

  Jim Hopkins

  Jun 16, 2026
  5.0
  Matt Dages is an incredibly knowledgeable and personable financial advisor. His thorough analysis of my investments led to well thought out Roth conversions of my IRA. I feel very comfortable having my retirement assets managed by the Bright Wealth Management team.
• CH

  CST Hunter

  Jun 4, 2026
  5.0
  I first heard Matt Degas on one of his weekend radio shows (he does several and I can't understand where he gets the energy but from passion to help people). Bright Wealth Management is the firm. He brings a perspective of understanding the whole picture. Other firms I have met with, or reviewed strictly say go talk to your tax advisor and lawyer for the other considerations of your retirement. Sometimes they have those people in house, and will definitely charge you for it. Matt doesn't back away from the hard questions - if it's really complicated he may advise other insight, but he has such an overall understanding of taxes and legal, that his roadmap for the client is clearly though out and easy to understand. He solves and answers questions so fast during meetings, he HAS to have AI on that computer of his. Loved his comprehensive review and study of our unique retirement positions and outlook with emphasis on what's best for us with our considerations and comfort levels. Very high level of software analysis and wide net of diversification. Many, many, model comparisons with high level detail, forecasting, forward looking and historical considerations. He is sharp, kind, and our Fiduciary. Did you know, that some companies have Fiduciaries - that are bound by that duty to the company, and not the client?! I recently learned this, so be careful just asking the question if they are Fiduciaries. Bright Wealth has done very well for us, and most importantly, we trust him to interpret and make the best choices on our behalf. And he is a pretty young family guy of faith! Will be with him for a long time, no doubt. A peaceful place to be. Thank you Matt for having our backs!
• YJ

  Yukie James

  Jun 4, 2026
  5.0
  highly recommend my financial advisor Matt and their team. They don't use a one-size-fits-all approach. Their communication is excellent, and they always make sure I understand the strategy behind our financial plan.
• AE

  Alex Edwards

  Jun 3, 2026
  5.0
  Bright wealth management is a team of professional and trustworthy people well worth giving the opportunity to help manage your money. Matt and his team take you in, sit down with you and ask questions that are important for the navigation of your portfolio. They do this without making you feel pressured or uncomfortable letting them help you understand how to plan for a great diverse portfolio. Matt has done a great job with our portfolio even though and during these very difficult times, our money is growing and we feel confident that its well diversified and safe with Bright Wealth Management.