As Partner of Capital Wealth Advisors, Matt works directly with clients to develop and implement strategic investment policy, and provide practical perspective on all aspects of an institutional investment program. This includes developing asset allocation policy and structure, and monitoring investment results.
Matt utilizes his financial experience to help families and business owners reduce their income taxes, create and preserve personal wealth, and maximize the transition of assets to future generations.
Since 2005, Matt’s extensive time working with affluent individuals has helped him develop a wealth of knowledge on a wide variety of financial techniques, including asset allocation, investment management, estate planning, and philanthropy. He works collaboratively with his clients’ teams of advisors, working closely with their attorneys, accountants and other trusted advisors.
- University of Nebraska-Lincoln