Providing you confidence as you plan for your future.
Matson Waner is a seasoned, reputable, full service wealth management firm. We have over 90 years of collective experience from the partners, and over 30 years of collective experience from the staff. We know how to help clients identify their life and financial goals, implement strategies to pursue them, and monitor assets along the way. Our goal is to give our clients financial confidence so they can pursue their life goals.
The first step is defining your life goals and passions, such as family, community, pastimes, faith, and future plans. We will discuss your accomplishments, feelings and experiences with money.
The most prudent way to build a client portfolio is to select investments that match your goals, risk tolerance, and time horizons in the most efficient manner possible.
Together we can develop, implement, and operate a retirement plan that suits your business needs, provide tax savings, and help attract and retain key employees.
Neal Waner and Lanny Stout originally founded Stout & Waner in 1987. Carrie Matson joined the team in 2016 after working in banking for over a decade including branch manager. The company continues to grow with Tyler Waner joining the team in 2019. For over 30 years, the back office has been anchored by Shannon Garcia. A’Kailah joined the firm full time in 2021.
As the team has grown, so have the lasting relationships with clients, that have been built on personalized service, trust, and integrity.
Contact us today to find out how we can help you.