At The Wealth Caddies, we believe exceptional financial planning begins with clarity, transparency, and a shared vision. Member FINRA/SIPC. finra.org sipc.org.
As independent advisors, we offer tailored wealth management, investment guidance, insurance strategies, and estate planning. As independent advisors, we offer tailored wealth management, investment guidance, and insurance strategies designed to align with each client’s unique goals and lifestyle. Whether you're building your wealth, preserving your legacy, or navigating a major life event, we’re
07/07/2025
🇺🇸 Freedom, Family, and Financial Independence 🇺🇸
We hope you had a fantastic 4th of July weekend filled with BBQs, sunshine, and time with those who matter most.
At The Wealth Caddies, we’re all about helping you protect what you’ve worked hard for — and plan for the freedom to enjoy more of life’s moments, big and small.
🏌️ Strategy. Guidance. Confidence. Just Like a Great Caddie. 🏌️
At The Wealth Caddies, we approach financial planning the same way a great caddie approaches the course:
✅ We help clients map out the strategy before every major decision.
✅ We offer perspective to avoid the hazards.
✅ And we walk alongside them, every hole, every step.
Whether you're just starting to accumulate wealth, preparing for retirement, or already living it — our role is to bring clarity and confidence to your financial game.
We’re based in Scottsdale, AZ, but work with clients virtually across the country.
Looking for a financial caddie who knows the terrain?
Let’s have a conversation — no pressure, just a better game plan!
06/27/2025
Meet the Team!
Matthew Welgat - is a seasoned Wealth Manager with The Wealth Caddies and has more than 25 years of experience helping individuals, families, and business owners plan and invest for the future.
Kirby Pettitt - is a Wealth Advisor with The Wealth Caddies who brings a unique blend of leadership experience, competitive discipline, and a deep commitment to service.
Ashley Murphy - is our Client Services Manager with over 20 years of experience in customer and client service, she built her career on a foundation of trust, empathy, and a deep commitment to putting people first.