Matthew joined the wealth management industry in 2009. He works with clients to establish and implement a long-term plan, and incorporate the appropriate investments to deliver targeted results. Matthew works with private wealth, trusts, institutions and foundations.
Matthew is proud to hold the Certified Private Wealth Advisor® designation. He focuses on helping people address the challenges of asset preservation and transition, the creation of foundations and trusts, and ownership of public and private businesses. Matthew understands the importance of developing personalized strategizes for each client.
He is also proud to have earned the Chartered Retirement Planning CounselorSM designation. He helps clients plan for retirement and to remain financially independent throughout their lives. Focusing on client’s needs and goals, Matthew addresses issues such as planning for health care, income tax consideration, estate planning services and asset management. People only retire once, and we hope to help ensure they do it well.
Matthew holds a Bachelor of Arts degree in English from the University at Buffalo and is a proud Canisius High School alumni. He is active in the Amherst Chamber of Commerce and National Resources Defense Council. Matthew is an avid reader, enjoys being active, rooting for the Bills and Sabres, and spending time with his wife, Katie, son, Jack, daughter, Zoe, and their dog, Archer.