MWA EP. 3: Crafting Financial Solutions for MedTech Professionals
How do MedTech professionals navigate the complex world of financial planning and wealth management?
In the third episode of The MedTech Wealth Advisor Podcast “Crafting Financial Solutions for MedTech Professionals”, host Matthew Nelson dives into what makes his firm unique in catering to the specific needs of professionals within the MedTech industry.
Throughout the episode, Matthew unravels:
- How operating within Focus Financial Network, Inc. enhances freedom and fosters teamwork
- The driving forces and passion behind specializing in the MedTech industry
- The firm’s commitment to assisting professionals in “Medical Alley” in making informed and impactful decisions
- Customized strategies tailored for diverse MedTech professionals
- And more!
Listen to Episode 3: Crafting Financial Solutions for MedTech Professional Now!
Subscribe to the Podcast: MedTech Wealth Advisor (blubrry.net)
Connect with Matthew Nelson:
Connect with Perspective 6 Group:
About Matthew Nelson
Matt has over 20 years of experience in the financial services industry. He is passionate about helping MedTech professionals maximize their benefits, reduce their taxes, and plan for financial freedom. As the Founder, Managing Partner, and Senior Financial Advisor at Perspective 6 Group, he leads a team of dedicated professionals. The team provides comprehensive and personalized financial planning and investment management services to our clients.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Investment Fiduciary® (AIF®), and Equity Compensation Associate (ECA) Matt specializes in helping our clients navigate the complex and evolving landscape of equity compensation, financial independence, portfolio management, and income tax minimization. Further, he leverages his experience as a private equity investor at Focus Financial Network, Inc., to offer strategic insights and guidance on business succession, valuation, and exit planning. Matt’s mission is to empower our clients to achieve their financial and personal goals with confidence and clarity.