Matthew Kolakowski, CFP®

Matthew was initially drawn to the analytical side of finance, but quickly learned that the true significance of what we do as advisors is about building relationships with clients. Finance can often be a stressful topic and Matthew is here to walk our clients through every aspect of their investments as a trusted advisor and help them prepare for the future. As a wealth manager, he supports clients and advises them on the full spectrum of wealth management to help ensure their assets support their goals. Having had the opportunity to see firsthand how meaningful this can be, Matthew relishes the chance to support clients and be in their corner as they go through life’s transitions, opportunities and challenges.

Matthew began his career by majoring in finance and risk management at the University of South Carolina. His time at a larger retail financial services company led him to search for an opportunity with a strong client focus and the chance to build deeper relationships with clients. While at Connecticut Wealth Management, Matthew supported a team of advisors with client account maintenance and reporting.