Matthew Kline
Senior Director, Wealth Management
- Role
- Investment Advisor Representative at Herbein Company, Inc
- Location
- Reading, PA, US
- LinkedIn followers
- 500 followers
About Matthew Kline
As Senior Director of Wealth Management at Choreo, LLC, I partner with individuals, families, and business owners to build, preserve, and transition wealth through thoughtful, customized investment strategies.As an experienced advisor, I focus on delivering advanced planning solutions that go beyond traditional portfolio management. By integrating investment strategy, tax-aware planning, retirement income design, risk management, and estate considerations, our team helps clients simplify complex financial decisions and position their wealth to support long-term goals. My approach begins with understanding each client’s unique financial landscape, risk tolerance, and personal objectives, allowing us to design strategies that provide both opportunity and protection. Whether optimizing portfolios, managing downside risk, preparing for retirement, or navigating major life transitions, my goal is to bring clarity, discipline, and confidence to the wealth management process. I am passionate about helping clients turn financial complexity into a clear path forward—so they can focus less on markets and more on living the life their wealth is meant to support. Let’s connect to discuss how thoughtful planning and disciplined investment strategy can help you achieve your financial goals.
Experience
Investment Advisor Representative
May 2023 — Present · Wyomissing, PA, US
Education
Duquesne University
Finance, General
2010 — 2011
Saint Vincent College
Bachelor's degree, Finance, General
2012 — 2014
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