Matthew Gaffey

About Matthew Gaffey

I offer clients several years of financial services, financial planning, and investment management/consulting experience. I have earned the professional designations of CFP®, ChFC®, BFA™, and CF2 and hold multiple FINRA licenses. I am a native of Northern Virginia and graduated from Virginia Tech. I am also a member of the Financial Planning Association and Virginia Tech Alumni Association.About Corbett RoadCorbett Road has provided customized Wealth and Investment Management solutions to clients since 2002. As a client of ours, you prioritize both the growth and preservation of the wealth you have accumulated. You have reached a point in your life that you want a comprehensive approach to your finances and someone to help discuss with, strategize for, and/or guide you through your future needs, desires, and milestones. Our goal is to help you achieve those milestones, enjoy the fruits of your efforts, and assist the next generation in building a future of their own.Wealth ManagementThere is a significant difference between “having enough” and living a life that’s aligned with your values, beliefs, and goals. We believe an individual or family’s true wealth is best measured by their fulfillment/abundance across four essential domains: ethos, economic, experience, and empowerment. smartlife™ aides you in achieving the balance among the “Four E’s” that is optimal to living your version of an extraordinary life.Investment ManagementCorbett Road offers both asset allocation and tactical investment solutions to clients. By combining traditional asset allocation with multi-factor tactical strategies, we are not only able to lock in on a risk target that is specific to you, but have elements of the portfolio that enable you to be more proactive, reactive, and adaptive to changing market conditions and significant recessionary pressure when it presents itself.

Experience

1. President

   Corbett Road Wealth Management

   Sep 2023 — Present · McLean, VA, US