Matthew Pomerantz
Vice President, Wealth Management Advisor
110 N Wacker Dr
Chicago IL 60606
(312) 696.7613
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

Matthew joined the Thorndyke Murphy Wealth Management Group in the summer of 2015. Matthew provides his clients with personalized financial strategies using a goals-based wealth management approach. he works to understand his client's long-term goals and life priorities. He will partner with his client's accountants, estate planners and other financial professionals to help create the most effective strategy. Matthew lives in Northbrook with his wife and son. He loves the Chicago Bears, playing golf and spending time with my family. In 2021 Matthew achieved his CERTIFIED FINANCIAL PLANNER™ certification.","Matthew joined the Merrill in the summer of 2015. Matthew provides his clients with personalized financial strategies using a goals-based wealth management approach. he works to understand his client's long-term goals and life priorities. He will partner with his client's accountants, estate planners and other financial professionals to help create the most effective strategy. Matthew lives in Northbrook with his wife and son. He loves the Chicago Bears, playing golf and spending time with my family. In 2021 Matthew achieved his CERTIFIED FINANCIAL PLANNER® certification.","Matthew joined the Thorndyke Wealth Management Group in the summer of 2015. Matthew provides his clients with personalized financial strategies using a goals-based wealth management approach. he works to understand his client's long-term goals and life priorities. He will partner with his client's accountants, estate planning attorneys, and other financial professionals to help create the most effective strategy. Matthew lives in Northbrook with his wife and son. He loves the Chicago Bears, playing golf and spending time with my family. In 2021 Matthew achieved his CERTIFIED FINANCIAL PLANNER® certification.","Matthew joined the Thorndyke Wealth Management Group in the summer of 2015. Matthew provides his clients with personalized financial strategies using a goals-based wealth management approach. he works to understand his client's long-term goals and life priorities. He will partner with his client's accountants, estate planners and other financial professionals to help create the most effective strategy possible. Matthew lives in Northbrook with his wife and son. He loves the Chicago Bears, playing golf and spending time with my family. In 2021 Matthew achieved his CERTIFIED FINANCIAL PLANNER® certification.

About Me
Welcome

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.

About Merrill

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.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Matthew Pomerantz is registered to do business in AL, AZ, CA, CO, DE, FL, HI, IL, IN, KS, MS, NC, NV, NY, TX, WI.