Matt Wilson, AAMS®
South Bend, Indiana
54505 26th St., Suite E
South Bend, IN 46635
Matt Wilson understood the importance of saving and investing from a young age. After circumstances led him and his family to move in with his grandparents, Matt saw firsthand how his grandfather’s investments set him up for comfortable living post-retirement and allowed him to support his family.
Matt credits this early experience with saving and investing as the reason he works as a financial advisor. Whether it be saving for education costs, setting up a 401k, or guiding individuals toward their retirement goals, Matt takes a personalized approach to working with each of his clients.
Throughout his years as an advisor, Matt has utilized a refined process known as the 3D Investment Process: Discover, Design, Deploy. First, Matt works with a client to discover his or her situation and goals. Secondly, he designs a strategy that aligns with the situation and goals. Lastly, the strategy is deployed, and he partners together with clients to keep them on track.
Matt joined Cornerstone in 2021 in order to grow and enhance his practice independently. He graduated from Bob Jones University in 2002 and has worked as a financial advisor since 2008.
Outside of the office, Matt enjoys playing golf, spending time with his family, and traveling to new places.