POGSON & MATT WEALTH MANAGEMENT GROUP

Overview

Pogson & Matt Wealth Management Group is an independent advisory firm that focuses on financial planning and discretionary portfolio management for individual and family clients, including small-business owners. The firm charges fees based on a percentage of assets under management and also offers hourly billing for planning work. Investment activity centers on liquid, marketable assets with a clear tilt toward exchange-traded instruments; the firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Portfolio construction appears driven by traditional wealth-management approaches: diversified equity exposure through exchange-traded securities and ETFs, supplemented with mutual funds and select alternative allocations. With all discretionary assets concentrated at a single custodian, Pogson & Matt favors operational simplicity and custodial integration when implementing strategies for client accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices