Ron Gregg
Owner Portfolio Manager at Pogson & Matt Wealth Management Group
Based in Phoenix, United States
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Seniority
Director
Department
Finance & Accounting
Location
Phoenix
Industry
Financial Services
Company size
2
Contact information
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r•••••••@pogsonmatt.com
Phone
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Background
About Ron Gregg
We provide comprehensive solutions for individuals and families with various financial situations. First, we provide an assessment of a client's future financial needs and risk tolerance. We then create and implement a customized financial and investment plan that is monitored closely on an ongoing basis.Investment Management – At the core of our business, we continuously seek out opportunities for growth and capital preservation using a non-traditional discipline that focuses on a dynamic risk/reward model. Pre-Retirement Planning – For those evaluating a retirement decision, we provide an evaluation of your readiness for retirement along with strategies to allow for a smooth transition into financial independence.Retirement Income Planning – For those individuals already enjoying retirement we advise on income solutions, along with long-term growth and capital protection.Multi-Generational Wealth Management – For families who want to preserve their estate and ensure a legacy for the next generation and/or charities, we evaluate your current situation and develop long-term strategies.
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