Matt joined Pegasus Partners in 2015 to assist with the transition from the predecessor firm and currently is a Wealth Advisor. He advises families on tax and estate planning, multi-generational wealth transfer, and charitable giving strategies. He particularly enjoys being involved in relationships where he can assist with big life transitions related to family, careers, or legacy. Prior to Pegasus Partners, Matt started his career in public accounting, performing financial statement audits for both public and privately-held businesses. He also worked as a Financial Advisor at a wealth management firm in the Chicago area. Matt has a BS in Accountancy from the University of Illinois Urban
Matthew Haas
Wealth Advisor & Partner
Pegasus Partners
United States, Wisconsin, Milwaukee
About Me
Profile Information
Wealth Advisor & Partner
Pegasus Partners
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Milwaukee
Wisconsin
United States
Jul 24, 2024
More profiles to browse
Brian Leadley
Wealth Advisor and Partner
Bill Wernecke
Founder & Director of Wealth Management Services
Kayla Schneider
Pegasus Partners Ltd
JH
John Hedrick
Investment Analyst
You Might Like
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University