Tag: #WealthManagement
The Transformation Into Perspective 6 Group (Ep. 2)

The Transformation Into Perspective 6 Group (Ep. 2)

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Ready for a different perspective on wealth?

Dive in with Matthew Nelson as he unveils the journey of Perspective 6 Group from a solo practice to a powerhouse. Starting off as a lone wolf under Focus Financial, Matt survived the 2007-2009 financial crisis and grew by acquiring three financial practices. In 2021, the firm joined forces with Matt Finley to focus on role-specialization for elite client service.

In this episode, Matt discusses

  • How Matt catapulted his firm’s growth under the banner of Focus Financial
  • What Perspective 6 Group’s formula is to help clients reach financial freedom
  • How being an owner and board member at Focus Financial amplifies Matt’s impact
  • Why Perspective 6 Group advocates for a cause-over-profit approach
  • And more!

Resources:

Connect with Matthew Nelson: 

Connect with Perspective 6 Group: 

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Introducing Matthew Nelson: A Lifelong Journey to Financial Advisory (Ep. 1)

Introducing Matthew Nelson: A Lifelong Journey to Financial Advisory (Ep. 1)

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Why does Matthew Nelson blend Captain Kirk’s passion with Mr. Spock’s logic in his investment philosophy?

In this inaugural episode of the MedTech Wealth Advisor Podcast, Matthew Nelson sits down with Bill Tucker to share his personal and professional journey. This isn’t just another bio episode; it’s a revelation into Matthew’s unique philosophies on money, life, and resilience.

In this episode, Matthew covers:

  • How growing up on a dairy farm ignited Matthew’s entrepreneurial spirit and prepared him for the world of finance
  • What mountain biking can teach us about discipline and resilience in professional life
  • Why individuals in the MedTech field who are nearing or in retirement should consider MedTech Wealth Advisor for their investment, retirement, and tax planning needs
  • How a blend of emotional intuition and rational logic can serve your financial planning journey
  • And much more!

Resources:

Connect with Matthew Nelson: 

Connect with Matthew Finley: 

Connect with Jacon LaRue: 

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