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2017-02-03T00:00:00.000Z

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Mr. Matthew D. Sauer

Founder and Chief Investment Officer

MDS Wealth Advisors LLC

Direct Phone: (844) ***-****       

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MDS Wealth Advisors LLC

1166 Main St.

Williamstown, Massachusetts 01267

United States

Company Description

M.D.S. Wealth Advisors is a leading source of independent financial guidance for individuals, families and non-profit organizations. ... more

Find other employees at this company (1)

Background Information

Employment History

Founder and Chief Investment Officer

Mutual Fund Investor Guide

President and Chief Investment Officer

Dion Money Management , Inc.

Managing Partner, Chief Operating Officer and Chief Compliance Officer

The Ballantine Corporation

Education

Bachelor of Arts

Political Science and Economics

Bucknell University

Juris Doctor

Albany Law School

Juris Doctor

Albany Law School of Union University

Master of Business Administration

State University of New York at Albany

law degree

Albany Law School of Union University

Web References (18 Total References)


Matthew Sauer, Esq., is the ...

www.mdswealthadvisors.com [cached]

Matthew Sauer, Esq., is the founder and Chief Investment Officer of MDS Wealth Advisors. He personally guides the investment decisions for his select group of clients to enable them to maximize their assets, now and into the future.

Matt is also the Founder and Chief Investment Officer of the Mutual Fund Investor Guide family of newsletters. Each month he and his staff analyze and provide buy, sell and hold recommendations for hundreds of mutual funds, ETFs, and dividend funds in three newsletters: The Investor Guide to Fidelity Funds, The ETF Investor Guide and The Investor Guide to Vanguard Funds.
Matt has a BA in Political Science and Economics from Bucknell University, a Juris Doctor from Albany Law School of Union University, and a MBA from the State University of New York at Albany. He is a licensed attorney in the State of New York. Having passed the securities licensing exam, Matt is an Investment Adviser Representative in the Commonwealth of Massachusetts.


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- Matthew D. Sauer, Esq., ...

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- Matthew D. Sauer, Esq., Founder and Chief Investment Officer, Mutual Fund Investor Guide


Mutual Fund Investor Guide | From the Author of Fidelity Independent Adviser, ETF Report and Sector Momentum Tracker

mutualfundinvestorguide.com [cached]

"I had always enjoyed reading the Fidelity Independent Adviser newsletters which Matt and I worked on together for many years. I was very excited to learn Matt continues to produce the HIGH QUALITY work that I and thousands of Fidelity and Vanguard shareholders need every month.

...
Matt Sauer
...
Matthew D. Sauer, Esq. Founder & Chief Investment Officer


Dion Money Management: Experienced Investment Advisers

www.dionmm.com [cached]

Matthew D. Sauer, Esq. Executive Vice President, COO & CCO

As Chief Operations Officer, Mr. Sauer oversees the daily operations of Dion Money Management. Mr. Sauer is also the Chief Compliance Officer responsible for overseeing and managing Dion's compliance program.
Mr. Sauer earned his Juris Doctor from Albany Law School of Union University, Albany, NY, in May 2002. Mr. Sauer is a licensed attorney in the State of New York. He received his Master of Business Administration, May 2004 from the State University of New York at Albany. He graduated from Bucknell University, Lewisburg, PA, earning his Bachelor of Arts in Political Science and Economics in May 1999. Having passed the NASD Series 65 exam, Mr. Sauer is an Investment Adviser Representative licensed in the Commonwealth of Massachusetts. He now resides in Williamstown, MA.

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