Matthew Aaron Rosenfeld

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be.

Everyone's goals and dreams are unique, so their financial plans should be as well.  My team and I thrive to offer all our clients personal and thoughtful guidance that helps enrich their lives now AND in the future.

When you partner with me and my team, you can expect a judgment-free, pressure-free environment with conversations that will be jargon-free.  If you care about your future, care about your family and want to learn about ways to improve your lifestyle, I would love meet you!