Matthew Grohocki
I help 40-65 year old CT professionals with $2M+ net worth: pay less taxes, protect and grow their wealth, and retire with confidence
- Role
- Wealth Manager at Clearbridge Capital Group
- Location
- Hartford, CT, US
- LinkedIn followers
- 500 followers
About Matthew Grohocki
Our clients have spent decades building their nest eggs through hard work and disciplined saving. They reach a point where they want a qualified team to help them protect it, grow it, and enjoy it. They face many complexities in retirement—taxes on retirement withdrawals, worrying about running out of money, social security, Medicare, estate planning—and they look to us to navigate that high-stakes transition alongside them.At ClearBridge Capital Group, we guide our clients through their most impactful financial decisions:Social Security Timing: Optimizing when to collect to maximize lifetime benefits.Roth Conversions: Implementing strategic shifts to reduce future tax liabilities.Annuity & Pension Coordination: Integrating complex union and corporate benefits into a unified strategy.Medicare & Legacy Planning: Ensuring health costs are managed and wealth is preserved for the next generation, not the IRS.Our goal is to be the trusted wealth management team for your finances so you can focus on what matters most: Enjoying your life and making it count.
Experience
Wealth Manager
Nov 2025 — Present · Glastonbury, CT, US
Education
University of Connecticut School of Business
Bachelors of Science , Finance
2017 — 2021
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