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: AZ, ME, WI, AK, HI, NH, KY, FL, WV, UT, TN, DC, CT, SC, OR, MN, IA, VT, PA, NE, NC, MO, KS, ND, SD, MA, VI, TX, PR, OK, NY, NM, NJ, CA, AL, RI, NV, MS, MI, MT, MD, LA, OH, GA, AR, WY, WA, VA, IN, CO, DE, ID, IL; General Securities Representative; Investment Advisor Representative
NMLS#: 1347345