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Wealth Management for You

Wealth Management = Investment Management + Advanced Planning

Our Approach
About Us

About Us


At First Gunn Financial Group we assist clients in pursuing financial independence through personalized wealth management.  

We focus on your goals and work with you to design a plan for wealth accumulation and preservation.

Long-term relationships that encourage open and honest communication have been the cornerstone of our success.

Over time you’ll pursue confidence in your investment and retirement strategy.

About Us
Work with a CFP® PROFESSIONAL 

When your financial advisor earns the CFP® certification, it means he or she is trained to provide holistic and ethical financial planning in your best interest.  So, with a CFP® professional, you’ll work towards financial confidence — today and tomorrow.

Quick Financial Planning Video
Matt E. Streeter, CFP<sup>&#174;</sup>

Matt E. Streeter, CFP®

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Our Team is here to serve you
Let's Make A Plan, Use this link to see if your advisor is a CFP® professional
<p>Keeping Up with the Joneses</p>

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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<p>Surprises</p>

Surprises

Making the most of surprises is a great reason to work with us.
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<p>18 Years&#8217; Worth of Days</p>

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
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<p>When Do You Need a Will?</p>

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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Start Investing for Your Future Today


Invest for your future with our online platform that combines the benefits of a personal financial advisor with sophisticated technology.  31% of non-retirees have no retirement savings or pension according to the Fed 2015 Report on the Economic Well-Being of U.S. Households. That doesn't have to be you!
START INVESTING TODAY. Sign up for the Guided Wealth Portfolios automated investment platform now to start planning for your future.


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