Matt began his career at Adviser Investments in 2017. He graduated cum laude from Stonehill College in 2017 with a B.S. in business administration and finance. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2020. Matt is responsible for assisting portfolio and senior account executives in converting prospects and providing service to current clients and their accounts. He ensures client satisfaction through strong communication as client requests and questions are presented. Matt enjoys playing golf and basketball and is an avid traveler. He grew up in Milford, CT, but currently resides in Cambridge, MA.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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