Three generations of serving families and communities across Arizona
A Legacy of Trust
Our Story
Founded in Phoenix, Mathis Wealth Management has been guiding families toward financial security for over three decades. What began as a small practice focused on serving public safety professionals has grown into a comprehensive wealth management firm serving both affluent families and those who protect our communities.
Our founder's vision was simple: provide the same level of sophisticated financial planning to public servants that was traditionally reserved for the ultra-wealthy. Today, that vision continues to guide everything we do.
Our Values
Fiduciary Commitment
We are legally and ethically bound to act in your best interest, always.
Multigenerational Planning
We think beyond your lifetime to create lasting wealth for generations.
Community Service
We honor those who serve by providing specialized retirement planning.
Why Families Choose Mathis
Our Approach
We believe wealth management is about more than investment returns. It's about understanding your family's unique story, values, and aspirations. Our holistic approach considers every aspect of your financial life—from retirement planning and estate strategies to tax optimization and legacy planning.
For our public safety clients, we bring specialized expertise in DROP programs, pension maximization, and the unique challenges of retirement planning for those who've dedicated their careers to protecting others.