Pogson & Matt Wealth Management Group

Description

• At Pogson & Matt Wealth Management group, we grow and protect investments to improve the lives of individuals and families.We are a growing, well-run, regionally recognized investment advisory firm providing innovative and sound investment solutions as a last stop for our clients. As a fiduciary, we hold ourselves to a higher standard of care to serve the best interests of each of its clients. Our primary focus is on deepening the relationships we have with 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 portfolio managers/owners who serve the groups clients in an equal capacity. The partners have over 90 years of combined experience assisting high net worth individuals and their families with financial planning and investment management needs. Throughout these years, the partners have worked side-by-side and share a consistent philosophy in investment approach, client relationships and industry ethics.
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  Headquarters:6930 East Chauncey Lane Suite 295, Phoenix, Arizona, United States

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  Phone Number: +1 602-282-0186

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  Website: https://www.pogsonmatt.com

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  Employees:5

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  Revenue:$1 - 10M

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  Legal Name:Pogson & Matt Wealth Management Group

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• |  NAICS Code: 561110  |

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