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Matthew Cherry

Wealth Management Solutions, LLC

8550 East Shea Blvd.
Suite 130

Scottsdale, AZ 85260
(480) 6094332

Bringing Clarity to Complex Situations

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

Firm Start Year

2003

No.of Employees

5-9

CRD#

6337411

Firm CRD#

127517

Name of Custodial Firm

Charles Schwab & Co

Years of Experience in Financial Services

5

Number of Years with Current Firm

2

Qualifications & Membership

Certifications, Accreditations & Designations

Certified Financial Planner (CFP™)

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Assets Managed by Firm

$120,000,000