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 four owners who serve the group's clients in an equal capacity. The owners have over 70 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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