With 15 years of experience in wealth management, Matthew Malone is dedicated to helping families navigate the complexities of financial planning with clarity and confidence. As a Senior Director and Wealth Advisor, he specializes in guiding clients through the “what ifs” of retirement and family planning, ensuring they have a well-structured plan for the future.

Matthew is deeply passionate about helping families understand where they are, where they want to go, and how to get there. His approach is rooted in building strong, trust-based relationships, striving to become an extension of the families he serves. By taking the time to understand their unique goals and priorities, he develops personalized strategies that provide peace of mind and long-term financial security.

With a focus on comprehensive planning, Matthew works closely with clients to address both immediate needs and future aspirations. Whether preparing for retirement, securing a legacy, or navigating life’s transitions, his goal is to provide thoughtful guidance that empowers families to make informed financial decisions with confidence.