Matter Wealth Advisors

My independent business model ensures I have the autonomy and discretion to put you at the center of all investment strategies and business decisions. Just as I stand behind you to help you pursue your financial dreams, I have teams standing behind me and supporting my business. These firms also strengthen my relationship with you by providing the resources I need to better serve you. I think it’s important for you to know who these partners are and why I have chosen to work with them. I am affiliated with Cetera Investment Services, one of the premier broker-dealers in the industry. As my broker-dealer, they are responsible for executing trades on your behalf.

Hutchinson Shockey Erley & Co. is a professional services firm based in Phoenix, AZ, specializing in financial consulting and advisory services. With a focus on strategic planning and risk management, the company assists clients in navigating complex financial landscapes and making informed decisions for their businesses. Generated from their business information

Networth Services is a trusted provider of investment tax services based in Phoenix, AZ. With over 25 years of experience, they offer a range of tools and solutions for individual investors, professionals, and corporate institutions, including cost basis calculations, tax management, and regulatory tax compliance reporting. Their latest version of the award-winning cost basis application, Netbasis, features faster processing capabilities and an enhanced data verification process. Networth Services specializes in addressing the complexities of employee stock purchase plans (ESPP) and provides a comprehensive report that identifies corporate action events, tax basis adjustments, gain/loss amounts, potential wash sales, and more. They also offer a new feature for professionals that allows for tax strategy simulations, enabling users to make informed decisions on the best tax sales method. With minimal information, Networth's Netbasis can automatically calculate adjusted cost basis for securities dating back to 1925, making it a valuable tool for historical cost basis calculations and tax planning.Generated from the website