Matt Dakoyannis joined Adviser Investments as a client service associate in 2022 after serving as an intern in 2021. He graduated magna cum laude from Stonehill College in 2022 with a B.S. in business administration and finance. At Adviser Investments, Matt is responsible for assisting portfolio executives in onboarding new clients as well as maintaining relationships with current clients. Matt enjoys reading, exercising, spending time with friends and family, and cooking. He grew up in Stoneham, MA, where he continues to reside today.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
Welcome.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC