As a partner at Cross Coastal Advisors, Matt maintains an unparalleled enthusiasm and genuine passion for planning, investing and wealth accumulation. Matt is a consummate professional who focuses on the individual needs of his clients. He excels in assisting clients bolster their financial standing by implementing sound and progressive investment strategies coupled with prudent risk management.

Matt and his team provide a single-source, comprehensive wealth management solution for companies, institutions, families, business owners, and professionals. They specialize in the full integration of personal, business, and estate planning, as well as tax mitigation strategies. Matt's approach to financial management is straightforward: he listens closely to his clients in order to take into account all aspects of their financial lives, including their goals, objectives, desired timeline, and risk tolerance.

He then integrates all of these aspects, working closely with his team of subject matter experts at Cross Coastal Advisors, to develop a comprehensive strategy tailored specifically to each individual client. This holistic team-based approach was specifically designed to help simplify many of the common complexities associated with modern day wealth management.

Matt's clients tell him that his unique process allows them to see their financial and business affairs from a new perspective and helps them to pursue their goals with purpose, clarity, and a longer term view. Working with Matt and his team, clients can expect to receive an exceptional, well-coordinated level of personalized service.

Matt graduated from Northeastern University in 2000 with a B.S. in Business Management.  He maintains a Certified in Long Term Care (CLTC) designation. In addition, he holds a Life, Accident and Health license, as well as Series 7 and 66 securities registrations. Matt currently resides in Needham, Massachusetts, with his wife Jess and his two daughters.