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Matthew Haas

Wealth Advisor & Partner

Pegasus Partners

United States, Wisconsin, Milwaukee

About Me

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

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Profile Information

Wealth Advisor & Partner

Pegasus Partners

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Milwaukee

Wisconsin

United States

Jul 24, 2024

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