Our Investment Philosophy
We think a lot about portfolios — I mean a lot. It is our job after all. How do we think? What framework do we use to stay focused and provide consistency? With literally 1000s of different strategies, techniques,…
By Matthew Nelson
September 19, 2024
Matthew Nelson: The Journey to Financial Advisor
Hey, Matthew Nelson here. It’s incredible to have made it to this place, sharing insights and stories. Thank you for this opportunity to speak about what I do and who I am. Although I’m much more…
By Emily Peterson
September 5, 2024
Jacob’s Journey: Built on Integrity and Family Values
In this week’s dialogue on the MedTech Wealth Advisor Podcast, host Matt Nelson, CFP®, AIF®, ECA welcomes Jacob LaRue, CFP®, a pivotal team member whose personal and professional journey offers a unique perspective on the financial…
By Emily Peterson
May 23, 2024
Investing for Decades Not Days
Is your portfolio designed for sustained growth without succumbing to market speculation? Join us for a compelling episode of The MedTech Wealth Advisor Podcast! Host, Matt Nelson, CFP® welcomes back Matthew Finley, CFP®. The pair dive…
By Emily Peterson
April 25, 2024
Looking For a Financial Advisor for MedTech Professionals?
Are you a professional working in the MedTech industry? A financial advisor who understands the unique needs of MedTech careers such as medical device representatives, executives, and founders in this industry can help you make smarter…
By Matthew Nelson
April 18, 2024
A Passion for Legacy with Matthew Finley, CFP®
Matthew Finley, CFP® on how a background in microbiology revolutionize financial advising. Discover the remarkable transformation of Matthew Finley, CFP®, Partner & Senior Financial Advisor at Perspective 6 Group. From an aspiring doctor to a successful…
By Emily Peterson
April 11, 2024
The Journey of Perspective 6 Group
Let’s take a dive into the roots and journey of Perspective 6 Group. Including its evolution, the team behind its success, and the principles steering its course. The Beginning: A Transition from Solo to Group 2006…
By Emily Peterson
February 1, 2024
Client Volunteer Event: Feed My Starving Children
Perspective 6 Group employees and clients got together with Focus Financial for a client volunteer event at Feed My Starving Children on November 2nd in Coon Rapids, MN. Feed My Starving Children (FMSC) offers volunteers a…
By Emily Peterson
November 16, 2023
The Transformation into Perspective 6 Group
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…
By Emily Peterson
October 26, 2023
Medical Alley Partnership
Perspective 6 Group is excited to announce that we’re officially a Medical Alley partner! We are thrilled to take part in Medical Alley and its global community. With this partnership, our team will gain even more…
By Emily Peterson
July 24, 2023
