Matthew Pomerantz
Matthew joined the Thorndyke Wealth Management Group in the summer of 2015. He provides clients with personalized financial strategies through a goals‑based wealth management approach, taking time to understand each client’s long‑term objectives and life priorities. Matthew partners closely with his clients’ accountants, estate planners, and other financial professionals to help build cohesive and effective strategies tailored to their needs. Matthew lives in Northbrook with his wife and 2 kids. He is an avid Chicago Bears fan, enjoys playing golf, and spending time with his family. In 2021, he earned his CERTIFIED FINANCIAL PLANNER® certification.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
