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.
Matt Puetz
Vice President & Partner
Diversified Wealth Management
United States, North Dakota, Bismarck
About Me
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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