Schedule a complimentary consultation to discuss your financial goals

Get in Touch

Schedule a Consultation

Fill out the form below and a member of our team will reach out to schedule your complimentary consultation.

First Name *

Last Name *

Email Address *

Phone Number

I'm Interested In *

Message

I request that Mathis Wealth Management contact me about my inquiry. *I would also like to receive occasional educational and marketing communications from Mathis Wealth Management. (Optional — you can unsubscribe at any time.)

Mathis Wealth Management is an SEC-registered investment adviser (CRD #172858). Submitting this form does not create an advisory relationship and is not a request for, or receipt of, personalized investment advice. Please do NOT include sensitive personal information such as Social Security numbers, account numbers, or passwords in this form. We will use the information you provide to respond to your inquiry in accordance with our Privacy Policy (Reg S-P). Securities offered through United Planners, Member FINRA/SIPC. [DRAFT — pending counsel/CCO approval.] Privacy Policy · Disclosures

Visit Our Office

Phoenix Headquarters

Address

Phoenix, AZ [Firm address — pending]

Ventura, CA office also serving clients

Phone

[Firm phone — pending]

[Firm email — pending]

Office Hours

Monday – Friday: By appointment

Existing Clients

Existing clients can reach their advisory team through the secure client portal or the contact details provided during onboarding.