Matthew M. Schwartz
Private Wealth Manager
- Role
- Private Wealth Manager at Schwartz Financial Services, Inc
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Matthew M. Schwartz
For over 25 years I have been in the business of helping my clients address all of their financial challenges. I do this by using a total wealth management approach. Each area is important individually, but managing them all collectively is one of the most important considerations in your overall financial independence. My approach can help you invest, potentially reduce your exposure to taxes, and address your insurance needs.Specialties: • Retirement Income Planning • Corporate 401(k)• Investment Management • Life Insurance • College PlanningSecurities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Experience
Private Wealth Manager
Schwartz Financial Services, Inc
May 1999 — Present
I hold the Series 7, 63 and 66 registrations through LPL Financial as well as Life, Accident, Health, Property and Casualty Insurance licenses.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Education
University of Massachusetts Amherst
BA
1992 — 1996
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