About Matthew DeCrosta
Matthew DeCrosta works with clients in areas such as financial planning, portfolio management, equity compensation, cash management, lending, and insurance.
Matthew focuses on providing exemplary service, minimizing tax burdens, and keeping client costs low. While he advises individuals from a variety of backgrounds, many clients are employed in the technology and cybersecurity industries. He frequently consults with corporate executives and American expatriates to help them navigate the complex investment restrictions they often face.
Matthew’s career in financial services began in 2014 with Morgan Stanley. His father was a CFP® which enabled Matthew to learn at an early age how clients should be treated. He enjoys how every day is different as he works closely with clients to help find solutions to their unique problems and concerns. Matthew strives to ensure clients are comfortable with their investment strategy to provide financial confidence for both the present and future—especially since so many individuals worry about outliving their savings.
Matthew grew up in New Haven, CT, and graduated from nearby Quinnipiac University. He’s active in the community, including being a board member for Statement Arts, a non-profit organization that believes in the power of an integrated arts education to cultivate the next generation of leaders who can inspire social and cultural change.
Away from the office, Matthew enjoys spending time with his wife Stephanie, and sons Santino & Carmine. He also loves to bass fish, and is a collector of hand carved lures.
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