Strategies for Wealth

About

For nearly 90 years, Strategies For Wealth has provided comprehensive financial planning and advisory services to individuals, families, and businesses.

Prior to joining SFW, Matt spent more than 20 years as an multiple award-winning securities analyst covering both fixed income and equity securities. Matt uses his deep experience to help business owners understand the benefits of proactive succession and exit planning as a means of maximizing the value of their life’s work. He also works with business owners to optimize employee benefit program administration, qualified plan design, and other steps that protect a business from uncertainty so owners can focus on building their business. Matt serves on multiple charitable boards, including the Washington Men’s Camerata (Treasurer), and was a former Finance Chair of the Bronxville School Foundation. He is married with three children and currently resides in Rockville, Maryland.