Strategic Legacy Advisors
Matt is a resource for retirement and estate planning at Strategic Legacy Advisors, Inc. He enjoys helping like-minded, young professionals and entrepreneurs, hoping to foster a relationship with them, and grow together. Matt hopes to provide leadership to his clients by eliminating dangers, helping them focus opportunities, and providing for them a clear plan and path. He strives to develop enduring relationships with his clients during their lifetimes and with future generations. Matt seeks clients who: love their family, possess a strong sense of values, practice good stewardship, have worked hard to achieve success, and appreciate the success they have achieved thus far.
In his spare time, Matt enjoys spending time with his wife Katherine and their children, attending sporting events, helping local charities, and playing golf.
Securities and Investment Advisory Services offered through Woodbury Financial Services Inc.(WFS), Member FINRA & SIPC
Strategic Legacy Advisors Inc. is independent of WFS