Matthew Roberts Email & Phone Number

My focus is on helping business owners, physicians and successful professionals analyze investments, protect business and family assets, plan for retirement and efficiently transfer assets to their heirs.I am a Vice President and Wealth Manager for The Wealth Consulting Group. I am supported by a staff that specializes in financial planning, risk management, investment, retirement and estate strategies.I began my career in 1998 at Lincoln/Sagemark providing financial planning advice to successful physicians and business owners. I took my experience in financial planning to New England Financial in 2005 and created their financial planning department in a four-state region in the southwest. I built the department into the second largest planning firm in the New England system in 3 years and served on MetLife’s Quality of Advice committee where I helped set financial planning standards and audited financial plans nationwide. Over my career I have written, audited and presented well over 1,000 financial for my clients and clients across the country.On a personal note, I currently serve as the Board Chairman of the Beatitudes Campus Foundation and sing Tenor with the Orpheus Male Chorus of Phoenix. I have also served as Board President for Free Arts for Abused Children of Arizona, Board Treasurer for the Electrical Contractors Association, Board Treasurer for ActorsTheatre of Phoenix and on the Marketing Committee for the Phoenix Art Museum. I reside in Phoenix with my wife Peggy and daughter Madelyn.

Listed skills include Financial Planning, Wealth Management Services, Financial Services, Retirement Planning, and 4 others.