CoverProfile

Matt Puetz

Vice President & Partner

Diversified Wealth Management

United States, North Dakota, Bismarck

About Me

Matt is a 25 year veteran of the financial industry. He cut his teeth in New York City in 1986 and came home to Bismarck, ND in 1988 to begin his advisor career. Matt joined DWM in May of 2011. He works with individuals, small businesses and their owners with a focus on income planning at retirement, comprehensive financial planning and investment advisory services.

Profile Information

Vice President & Partner

Diversified Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Bismarck

North Dakota

United States

Aug 20, 2024

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