Pogson & Matt Wealth Management Group (PMWMG) is an independent wealth management 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 currently is made up of three partners who act in an equal capacity to serve the group's clients. The partners have almost 100 years of combined experience assisting high net worth individuals and their families with financial planning and wealth management needs. Throughout these years, the partners have worked side-by-side and share a core philosophy in investment approach, client relationships and industry ethics.

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

Newsletters

The Employment Situation: A Closely Watched Report

Among all the economic indicators released each month, the Employment Situation is one of the most highly anticipated and can move financial markets.

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HOT TOPIC: Pressure at the Pump: Will High Gas Prices Shake the U.S. Economy?

This article looks at why gas is so expensive, what it might take to stop the upward trend, and the potential effect of high gas prices on consumers and the broader economy.

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Life Insurance for Two

Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Is Your Dream Kitchen a Good Investment?

Considering the potential return on investment before taking on home improvement projects can help homeowners make cost-effective decisions.

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Calculators

Lease Payment

How much would your monthly lease payment be?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

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

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