Matt Rehberg

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Profile

Matt Rehberg, CFP®, CIMA®
Wealth Management Advisor

Matt focuses his practice on helping high net worth families match their strategic investment advisory and transitional wealth needs with their personal goals. Matt develops personalized, strategic solutions based on each client’s risk tolerance, time horizon, liquidity needs and overall investment goals to help clients secure their financial independence, fund college educations, implement tax reduction strategies, protect other forms of financial achievement, and fulfill philanthropic and wealth transfer goals. He is dedicated to an advisor team approach and joins the tax and legal advisors to design and implement tax efficient investment and transfer strategies.

Matt joined Merrill Lynch in 1999 and has been with the Firm throughout his career. As one of the select advisors to hold the Bank of America Merrill Lynch Global Institutional Consultant title, he also works with endowments, foundations, and retirement plans to help them develop and implement investment strategies customized to their needs. He enjoys simplifying and clarifying complex issues and educating boards and committees about the impact of today's decisions on their organization's long-range goals. The services he provides include access to investment policy statement development and review, customized asset allocation modeling, investment manager search, selection, and monitoring, and customized performance reporting.

Matt is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and a Certified Investment Management Analyst&reg professional. He is a graduate of Iowa State University with a degree in Finance and is also an adjunct professor at the Heider College of Business at Creighton University. He also serves on the board of the Millard Public Schools Foundation. In his spare time, Matt enjoys coaching his children's sports teams and playing golf. Matt and his wife, Kay, live in Omaha with their three children.|

*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®.  Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
*Global Institutional Consulting (“GIC”) is part of the Global Wealth and Retirement Solutions business of BofA Corp. Banking and fiduciary activities are performed by wholly owned banking affiliates of BofA Corp, including Bank of America, N.A. Both brokerage and investment advisory services are provided by Merrill Lynch, Pierce, Fenner & Smith Incorporated (“MLPF&S”), a registered broker-dealer, Member Securities Investor Protection Corporation (SIPC), and registered investment adviser; the nature and degree of advice and assistance provided, the fees charged, and clients’ rights and MLPF&S’s obligations will differ depending upon the products and services actually provided. Global Institutional Consultants mentioned herein are registered representatives with MLPF&S and may assist you with investment products and services.
 

 

 

 

  • EDUCATION

    Iowa State University

Additional Resources

The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.

Clint W Weber

Clint W Weber

Wealth Management Lending Officer, NMLS #1289891

Tiffany Glidden-Rude

Tiffany Glidden-Rude

Retirement Specialist

Joseph H McCullough

Joseph H McCullough

Trust Specialist

Where do we begin? It starts with you.

At Merrill Lynch, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Welcome

My mission is to understand you and your priorities. To take the time, to ask hard, smart questions and to listen carefully, then to understand, in great detail, exactly where your wealth stands today, and where you’d like it to be tomorrow. I then help you design, implement and periodically monitor a customized wealth management strategy that helps you and your family pursue your personal financial goals without unnecessary investment risk. My wealth management approach is about using wealth to help turn goals into reality. When you succeed, I succeed.

Philosophy

I believe that the best financial strategy is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Worried about managing future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth on to future generations? With access to the investing insights of Merrill Lynch and the banking convenience of Bank of America, I will work with you to develop strategies that are designed to address your priorities and financial needs.

Approach

Wealth Management is a dynamic, ongoing process. As I focus on you today and help you identify your goals for tomorrow, we can strive to work together throughout life’s ups, downs, triumphs, and transitions. Helping you pursue your goals starts with getting to know you. My job is to first understand what matters most to you. We will work together to create a financial strategy that reflects your investment personality and is built around your life priorities. I will be here to help you make adjustments to your unique wealth management strategies if and when necessary over time.

Capabilities

My process is designed to deliver a customized, consistent experience to assist clients not only in wealth accumulation and preservation, but in areas that go beyond portfolio management. My ability to provide access to the investment insights of Merrill Lynch and the banking convenience of Bank of America offers a way for clients to manage all of the pieces of their financial lives. I can be a financial resource, helping clients with the process of transferring wealth to the younger generation.

Focus On Individuals and Families

I work primarily with high-net-worth individuals and families. I’ll begin by getting to know you as we explore the following seven priorities together:

  • Health: Managing healthcare expenses, now and in the future
  • Home: Upsizing, downsizing, remodeling or buying a vacation home
  • Family: Taking care of your family and other people in your life
  • Leisure: Spending your free time in meaningful ways
  • Giving: Volunteering, mentoring others and giving to charities
  • Work: Working in retirement, selling or starting a business
  • Finance: Bringing it all together and defining your financial goals
I work closely with other trusted professionals to help clients pursue their goals, drawing on the investment insights of Merrill Lynch and access to the banking convenience of Bank of America as we do so.

Your approach to investing

Drawing upon research in the field of behavioral finance, Merrill Lynch developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial strategy we develop together to help you with your approach for what matters most to you. Our Investment Personality Assessment is one of the ways to help me get to know you – to understand your goals and priorities. These questions will give you a sense of the full assessment and help us provide you with additional insights and resources.

Understanding your goals and priorities

Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial strategy.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
  • Access to your complete financial life is available with My Financial Picture, Merrill Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.





Transcript of Video

Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.