Mathew Dahlberg

Main Street Investments is a Gladstone, Missouri firm associated with Mathew Dahlberg, whose work sits at the intersection of investment management, tax preparation, and tax planning.

The practice focuses on tax planning, tax services, retirement planning, and wealth management.

Main Street Investments is a Gladstone, Missouri firm associated with Mathew Dahlberg, whose work sits at the intersection of investment management, tax preparation, and tax planning. The firm describes its approach as integrated investment management and tax planning for Main Street, with services for individuals, families, businesses, and retirement plans.

The practice focuses on tax planning, tax services, retirement planning, and wealth management. Its stated investment approach includes diversified, inexpensive long-term portfolios with attention to risk management, while its tax planning strategies are designed to address federal and state tax liability on an ongoing basis.

Source materials identify Mathew Dahlberg as an EA / IRS Enrolled Agent and note over a decade of financial services experience. The firm also describes itself as providing wealth management and retirement planning for individuals and companies in the Kansas City area.