About Us

Lisa is a Wealth Advisor with Morgan Stanley Wealth Management serving a select number of families, businesses, women and non-profits. Lisa believes that your “wealth has a purpose” and helps her clients make informed financial decisions while providing them power over their financial life.

For over 30 years, when she founded her own firm in New York City, Lisa has been a connector and leader in the community with a focus on education and working with people with similar values. Her mission is to help clients achieve their financial goals and ambitions through humility, kindness, and generosity of knowledge and time which helps build lasting and meaningful relationships. Lisa educates her clients across the spectrum of wealth management considerations and alternatives, including not only investment management, but also, financial planning, retirement planning and distribution strategies, estate planning, charitable strategies, and more. Lisa works closely with her clients using a goals-based approach to help them visualize their dreams and aspirations to develop customized plans and solutions that help them navigate through key milestones and transitions. Lisa brings global resources and an extensive network of strategic professional partners to her clients to be the primary resource weaving all her clients’ customized strategies and solutions into their wealth management portrait.
Services Include
  • Wealth Management1
  • 401(k) Rollovers
  • Asset Management2
  • Business Planning3
  • Corporate Retirement Plans4
  • Endowments and Foundations5
  • Executive Financial Services6
  • Financial Planning7
  • Retirement Planning8
  • Sustainable Investing9
  • Wealth Consulting
Securities Agent: AZ, CA, CO, CT, DC, FL, LA, MA, MD, MN, NH, NJ, NM, NY, PA, RI, SC, TX, VA, WA, WY; Investment Advisor Representative; General Securities Principal; General Securities Representative
NMLS#: 1648252
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Client Philosophy

Lisa's mission is to help clients achieve their financial goals and ambitions, weaving all their customized strategies and solutions into a wealth management portrait.  She accomplishes this using humility, kindness, and generosity of knowledge and time which helps build lasting meaningful relationships.  Lisa’s commitment to this mission is delivered through three core principles.

    Community Involvement

    Awards:

    Pinnacle Award from the Greater Boston Chamber of Commerce
    Woman Business Owner of the Year from the Massachusetts Women Business Owners Association

    Current Boards & Organizations:

    Greater Boston Chamber of Commerce Board of Directors, Committees: Finance and Investment
    Whittier Street Health Center Presidential Advisory Committee
    Women Presidents' Organization Platinum Group
    Massachusetts Women's Forum
    The Commonwealth Institute
    The Boston Club
    The Boston Estate Planning Council
    The Financial Planning Association

    Previous Boards:

    The Home for Little Wanderers
    Women's Leadership Board of Harvard University's John F. Kennedy School of Government
    American Red Cross Tiffany Circle
    Boston Estate Planning Circle
    Founding Board Member of Social Venture Partner in Boston
    The New England Women's Fund
    Enterprising Women National Advisory Board
    Chair of the Women Presidents' Organization 2 Boston Chapters

      Location

      125 High Street, 24th
      Floor
      Boston, MA 02110
      US
      Direct:
      (617) 478-6535(617) 478-6535
      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
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      Investing

      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
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      Business Planning

      Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
      • Succession Planning
      • Business Planning
      • Retirement Plan Sponsors
      • Qualified Retirement Plans
      • Corporate Pension Funds
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      Ready to start a conversation? Contact Lisa Matthews today.
      Market Information Delayed 20 Minutes
      1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      4Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

      6Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

      7Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      9The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

      Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

      Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.

      The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.

      *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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