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In all aspects of the business, our guiding principle is- "Do what is best for the client!"

As an independent firm we are free from the constraints and conflicts of interest inherent in larger institutions and firms. This freedom allows us to operate at a much higher degree of both simplicity and customized design, built on our clients' needs.

Plan. Protect. Grow. We specialize in providing comprehensive wealth management and retirement planning to professionals, business owners, families and individuals who need honest and objective financial advice, designed to help you plan, protect and grow your financial affairs.

We help our clients avoid financial storms and weather those that are unavoidable, while steering you directly toward your goals with speed and efficiency. We become your trusted advisor, providing a creative plan and plotting the solution that will help you pursue your goals in a wise, tax-efficient manner.

We are dedicated to our clients' success, best in class service and the pinnacle of strategic planning for our clients and their businesses.

About Us

Greg Matsen is a Financial Planner and owner of Matsen Wealth Management.

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Business Owners

We offer Advanced Strategies for business owners to plan, protect and grow. 

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Our Process

We believe in the value of good relationships.

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Helpful Content

The History of Retirement

The History of Retirement

Do you know where the idea of “retirement” comes from?

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Understanding the Basics of Medigap Policies

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.