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1400 Rocky Ridge Drive, Suite 250, Roseville, CA 95661

mzerhusen@rwbaird.com
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Bringing peace to your financial life, one plan at a time.

Bringing peace to your financial life, one plan at a time.

Matt Zerhusen

Matt Zerhusen

Whether you’re beginning your investment journey, reimagining your retirement, or anything in between, you need an expert professional in your corner. It’s our goal to serve every aspect of your financial life to provide the best investor advice and wealth management available.

What We Do

When was the last time you sat down and had a practical conversation about your investments? If it’s been a while, it may be time to consult with a trusted ally.

Matt Zerhusen is comprised of industry experts with decades of combined experience. Whether you’re an early investor or a seasoned wealth-builder, clients from all walks have come to rely on his team.

Our History

Our History

We create strategies that are tailored to your needs and goals.

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Our Process

Our Process

Years of experience have prepared us to guide you through your life transitions.

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Get your financial journey started today.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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