Our Services

Pogson & Matt Wealth Management Group provides comprehensive solutions for individuals and families with various financial situations. First, we provide an assessment of a client's future financial needs and risk tolerance. We then create and implement a customized financial and investment plan that is monitored closely on an ongoing basis.

Our full suite of investment and financial planning solutions includes:

  • Investment Management – At the core of our business, we continuously seek out opportunities for growth and capital preservation.
  • Pre-Retirement Planning – For those evaluating a retirement decision, we provide an evaluation of your readiness for retirement along with strategies to allow for a smooth transition into financial independence.
  • Retirement Income Planning – For those individuals already enjoying retirement we advise on income solutions, along with long-term growth and capital preservation.
  • Multi-Generational Wealth Management – For families who want to preserve their estate and ensure a legacy for the next generation and/or charities, we evaluate your current situation and develop long-term strategies .
  • Life Events – When life events take place, such as divorce or death of a spouse, we provide guidance to individuals who may now be responsible for handling the responsibility of their own financial affairs.

Pogson & Matt Wealth Management Group has the experience, understanding and process to help you deal with any of these situations.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck