Matt Wright Email & Phone Number

Transitioned Summit Wealth investment accounts to Avantax, including diligent transfer of participant 401(k) accounts from ByAllAccounts to Pontera.Investment Manager due diligence in U.S. Small/Mid Cap categories.

Researched and selected all investment offerings used for managed accounts, including clients’ employer retirement plan assets.Used Morningstar TotalRebalance (TRX) to monitor and trade 1,000+ client accounts (over $300 million AUM) with tax-sensitive Asset Location Strategies.Analyzed advanced financial planning strategies such as Roth IRA Conversions.

Edina, MN

Divorce Financial AnalysisPrepared financial plans using NaviplanPrepared meeting agendas with detailed client recommendations for advisor review meetings

Eden Prairie, MN

Developed a new vision for the firm’s investment strategy to reposition commission-based assets to advisory management, more than doubling the firm’s recurring revenue in the first year.Developed “all-weather” asset allocation models that had strong client appeal following the Global Financial Crisis.Researched mutual funds and exchange traded funds to.

Oversaw the management of approximately $160 million in discretionary assets of high-net worth clients.Constructed asset allocations for ten model portfolios available to clients.Utilized Tamarac Advisor View software to monitor account allocations and cash levels to ensure that all accounts adhere to the appropriate model.Performed trades for all security.

Researched and monitored investment products on the firm’s approved buying list and gave approval/disapproval recommendations for the Investment Committee’s consideration.Analyzed client investment allocations and made rebalancing recommendations to restore positions to target weights.Input client data into financial planning software, presented planning.