Meet the Team
Guided By Experience, Supported By Resources
At the heart of the firm is Matt, who serves as the primary advisor for clients. Behind him is a network of specialists and staff, providing the operational support that helps keep things moving smoothly.
Matt Wallen, CFA, CFP®, CLU
Founder
Matt works closely with high-net-worth families and their advisor teams to design retirement and estate plans that seek to build and protect wealth but also reflect each family’s values. His planning emphasizes tax efficiency, risk management, and creating opportunities for the next generation.
A graduate of Binghamton University with a degree in mathematics, Matt has also earned the Chartered Financial Analyst (CFA®) and Chartered Life Underwriter (CLU) designations in addition to the CERTIFIED FINANCIAL PLANNER® certification. These credentials represent his commitment to deep expertise in investment management, financial planning, and insurance — all with the goal of giving clients clarity.
What Matt enjoys most is building lasting relationships and helping families design lives with purpose — where wealth becomes not just a number, but a tool for creating impact, opportunity, and legacy.