Who We Are
Matrix Wealth Management is an investment management team operated through Wells Fargo Advisors Financial Network based in Scottsdale, Arizona. Our mission is to earn our client's trust each and every day by fully understanding their goals, giving unbiased advice, utilizing suitable investments, and by offering unparalleled service in a comprehensive and timely fashion.
Wells Fargo Advisors Financial Network does not provide legal or tax advice.
Our team uses investment planning software called eMoney to help build investment plans for our clients. This software can help model cash flow in retirement, provide Monte Carlo risk simulations, in addition to many more features. Our team will work with you to help with your investment planning in different areas including tax planning strategies, retirement planning strategies, estate planning strategies, and many more.
You can contact us via phone on the number (480) 258-6100 or via email at bbandura@wfafinet.com. You will provide our team with the information to understand your personal and financial circumstances. Our team will then help you identify and select your goals. Each client’s situation is unique, so we make sure to truly understand our client’s situation to provide the best possible assistance.
No, we have clients all throughout the country. Our team uses Zoom to conduct client reviews and we are available via phone and email to assist our clients’ needs.
A CFP® professional has completed rigorous requirements covering education, examination, professional experience, and ethics. CFP® professionals are held to the CFP Board’s standards and are committed to providing competent and ethical financial planning. A CFP® professional will act as a fiduciary, thus assuring the client’s best interests are prioritized when providing advice.