Matt Moshofsky

About Matt Moshofsky

Lake Oswego Financial Advisor, Matt Moshofsky of the Springwater Group at Morgan Stanley, helps clients with financial planning, investment management, and wealth advisory needs. Inspired by the notion that living water flows from within, when you meet with Matt and the team, questions center in on the people and ideals most important to you. We listen. As you begin to open up with us and share your vision, purpose, and goals, we are skilled and proficient in constructing a financial approach that can help serve you and your needs, help those whom you love, and seek to increase impact to your world.In our practice, business owners, professionals, and families seek us out to assist with critical decisions. Our strategies help with a financial approach to cash flow, savings, investments, retirement, and estate planning strategies. In addition, we focus on helping families strategically plan for the cost of college in harmony with their overall financial plan. Our role is to be a primary resource to questions clients encounter. By having communication channels consistently open, our clients are kept informed and well-connected. This ultimately leads to understanding and trust, as clients know their finances are coordinated and aimed to best fit their needs and vision for the future.We invite you to encounter our process and schedule mutual discovery meeting. This is the often the ideal way to help find out if there is a fit for you in working with our team as your Financial Advisor.

Experience

1. First Vice President, Financial Advisor

   Morgan Stanley

   Nov 2017 — Present · Lake Oswego, OR, US

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Education

• University of Oregon Lundquist College of Business

  B.A.

  2009 — 2013