Matthew has a concentration in Financial Planning for American Expatriates and Corporate Executives; helping them navigate the complex cash management & investment restrictions they often face.
Areas of focus include:
- Portfolio Construction
- Stock Options
- Alternative Investments
- Liquidity
- Cash Management and Lending solutions
Services Include
- Financial Planning
- Executive Financial Services
- Professional Portfolio Management
- Sustainable Investing
- Alternative Investments
- Trust Accounts
- Planning for Individuals with Special Needs
Securities Agent: NE, WA, TX, WY, WV, WI, VT, VA, UT, TN, SC, RI, PA, OR, OK, NY, NV, NM, NH, NC, MT, MS, MO, MN, MI, PR, MD, MA, LA, KY, KS, IN, IL, ID, IA, GA, FL, DE, DC, CT, CO, CA, ME, AZ, AR, AL, AK, OH, NJ; General Securities Representative; Investment Advisor Representative
NMLS#: 1347345