Matthew provides holistic wealth management services that address the full spectrum of his clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.
Working closely with each client, Matthew uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts his clients’ needs first. With the plan in place, Matthew monitors its performance on an ongoing basis, and makes any adjustments as needed.
Matthew joined Webster Investments in 2007 and has 13 years’ experience in investment services. Matthew was named a 2016 and 2018 Bank Investment Consultant (BIC) Top 100 Bank Advisor.* Matthew has also been named to LPL’s Director’s Club. This distinction is given by LPL Financial to top advisors based on their annual production compared to more than 14,000 registered LPL advisors nationwide. He has also been chosen as a Five Star Wealth Manager in 2014, 2015, 2016, 2017, 2018, 2019 and 2020.**
He is active in the community as a volunteer Treasurer for Partners in Housing Inc., a non-profit focused on developing affordable needs-based housing.
Matthew’s FINRA registrations held with LPL Financial:
SERIES 7, 63, 65, LIFE & HEALTH
*He was ranked at #45. Bank Investment Consultants ranked bank and credit union advisors by assigning a score on the following 6 variables: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. Those six factors are combined into one composite score to determine the final ranking.
**The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.