Matthew David Wilson

President at

KWMG LLC

Consumer Services

Finance

Profile

Mr. Matthew D.
Wilson is a Chief Investment Officer & President at KWMG LLC.
He is responsible for the analysis and allocation of client investment portfolios, and he serves on the executive leadership team.
He also works with clients as one of the firm’s most senior financial planners.
He received his undergraduate in BS in Accounting / Finance with a minor in Economics at Rockhurst University.

Matthew David Wilson active positions

Companies	Position	Start
KWMG LLC KWMG LLC Investment ManagersFinance KWA creates a portfolio that provides diversification, growth potential and an appropriate level of risk. The firm implements an investment portfolio specifically designed to help fund their client’s retirement goals over the long-term. They may propose an investment approach which may consist of exchange traded funds (ETFs), mutual funds, individual stocks or bonds, or other securities.	President	2021-12-31

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Private companies	2
Rockhurst University Rockhurst University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
KWMG LLC KWMG LLC Investment ManagersFinance KWA creates a portfolio that provides diversification, growth potential and an appropriate level of risk. The firm implements an investment portfolio specifically designed to help fund their client’s retirement goals over the long-term. They may propose an investment approach which may consist of exchange traded funds (ETFs), mutual funds, individual stocks or bonds, or other securities.	Finance

Private companies