Matthew Welgat

Matthew Welgat is a seasoned wealth manager with more than 25 years of experience helping individuals, families, and business owners plan and invest for the future. He is both a Certified Financial Planner™ (CFP®) and a licensed attorney, bringing a comprehensive and thoughtful approach to every client relationship. Matthew’s career spans roles at a private trust company, a major wirehouse, and in independent advisory, giving him a broad perspective and deep insight into the evolving needs of his clients. His experience allows him to deliver tailored financial strategies that support long-term success, including investment planning, wealth transfer, and risk management. Based in Arizona, Matthew lives with his wife Megan and is a proud father of four children. When he's not working with clients, he enjoys spending time on the golf course with friends.