Our Team

Matt utilizes his financial expertise to helping 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 experience working with affluent individuals has helped him develop an expertise 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.