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Main Street
Investments

Integrated Investment Management and Tax Planning for Main Street

Contact Us

Investment Managment

We design and implement diversified and inexpensive long-term portfolios with a strong eye to risk management.

Integrated Strategies

Our strategies combine prudent investment management with efficient tax planning.

Tax Planning

Our tax planning strategies help to minimize your federal and state tax liability on an ongoing basis.

EA

IRS Enrolled Agent

About Main Street Investments

Mathew Dahlberg

My experience in investment management, tax preparation, and tax planning sits at the intersection of the financial and tax worlds. I launched Main Street Investments to help friends and neighbors in America’s heartland take advantage of the numerous financial opportunities that tax planning and investment planning offer. 

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What We Offer

Our Services

We help clients build and protect their long-term wealth through tax-efficient strategies.

For Businesses
For Individuals

Money Management

As a fee-only fiduciary, we build and maintain diversified and inexpensive investment portfolios with a prudent level of risk.

Business Retirement Plans

As an independent advisor, we offer business retirement plans from a variety of qualified custodians to benefit your company and employees.

Tax Planning Strategies

We distill complex federal, state, and local income tax requirements into actionable client choices that have a real dollar-value impact.

Financial Planning

We work with our clients to develop a financial roadmap to help keep their retirement on track.

Real People.
Not Robots.

You could hire a robot to run your portfolio for next to nothing  – why would you want to? 

We combine the cost savings of the latest technology with real in-person service to deliver digital, offline, or hybrid strategies dependent on your needs and preferences.

  • Advice when you need it
  • Wisdom during uncertainty
  • Insight to simplify complexity
  • Better thinking = better investor behavior
  • Separating the signal from the noise during volatile markets
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We Couple Investment Management with Tax Expertise

Are you losing money to poor asset allocation and asset location strategies?
What are the inflation-adjusted, after-cost, and after-tax returns on your investments?

Evaluate the tax efficiency of your investment strategy with an advisor today.

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Main Street Investments

We provide wealth management and retirement planning for individuals and companies. We prioritize excellence in service, and tax efficiency for all of our clients. We are wealth management for Main Street U.S.A.

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Disclaimer: The firm may only transact business with residents of states where otherwise legally permitted subject to exemption or exclusion from registration requirements. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered investment advice.

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