Featured Business Financial Advisor in Scottsdale, AZ
Scottsdale Financial Advisors
Wealth Management Solutions, LLC
8550 East Shea Blvd., Suite 130
Scottsdale, AZ 85260
Phone Number
“Bringing Clarity to Complex Situations”
Advisor Profile
Matthew Cherry
Name:  Matthew Cherry

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

Number of Years with Current Firm:    2
Name of Custodial Firm:    Charles Schwab & Co
Firm CRD#:    127517
CRD#:    6337411
Years of Experience in Financial Services:    5
 

Qualifications & Memberships

Financial Organization Memberships:    Financial Planning Association (FPA)
Certifications, Accreditations & Designations:    Certified Financial Planner (CFP™)
 

Firm Information

Assets Managed by Firm:    $120,000,000