Pogson & Matt Wealth Management Group (PMWMG) is an independent financial planning and investment advisory firm. Founded on a highly personalized service model, PMWMG holds itself to an ongoing fiduciary responsibility to serve the best interests of each of its clients. While managing the growth of the firm is an important and ongoing endeavor, our primary focus is on deepening the relationships we have with each of our clients, their families and their trusted advisors.

We provide an ongoing evaluation of the broad scope of the investment universe to identify opportunities as well as to manage risk. As an independent firm, we are not limited by proprietary products or services. Our firm provides an unbiased evaluation of investment solutions for our clients’ portfolios. Additionally, PMWMG is unique in that it executes an Active Investment Process to focus on participation in upward market trends, yet principal protection in down markets.

PMWMG is comprised of five owners who serve the group’s clients in an equal capacity. The owners have 85 years of combined experience assisting high net worth individuals and their families with financial planning and investment management needs. Throughout these years, the owners have worked side-by-side and share a consistent philosophy in investment approach, client relationships and industry ethics.

In addition to meeting with you personally to share information about our firm, we have created this comprehensive online resource  where you can find industry news and resources, financial planning tools, and additional information on our strengths and capabilities. We encourage you to use the resources available on the site and contact us for more information or to discuss your particular situation in greater detail.

 

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Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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Newsletters

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

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