Strengthening your financial securitySM

Matt Rose, CFP®, CPFA™, CRPS®

Senior Vice President - Financial Advisor, Senior Portfolio Manager

402-392-6144 402-253-9120

My personal approach

As your portfolio has grown, so too has its complexity and the resources needed to manage it. As a financial advisor, I have the knowledge, experience and commitment necessary to manage your investments on an ongoing, fully discretionary basis, providing you with objective advice on critical financial matters.

Working closely with you, I will develop a wealth management plan focused clearly on your objectives — one that reflects your lifestyle expectations, cash flow needs, risk tolerance and aspirations for your family. From there, I will help you build a portfolio informed by the resources and insight available from RBC Wealth Management.

When you look at wealth management from a long-term perspective, one thing becomes clear: it’s your future, not just your money. And over time, I can help you navigate the noise and distractions of challenging markets, providing a disciplined sense of focus on what’s most important — your progress toward your goals.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact me today to explore this potentially untapped source of opportunity. 

Take the next step

Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation, please contact me.

Latest Insights

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Should I sell assets or borrow against them? The math behind strategic liquidity decisions

When you need cash fast, a securities-based loan may be more cost-effective than selling appreciated assets. A simple equation can help you weigh your options.

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