Matthew Kolakowski, CFP®

Matthew helps individuals and families with significant wealth achieve financial clarity by bringing to each relationship analytical rigor, genuine interest and expertise. The end result of his work is delivering peace of mind through customized wealth plans that integrate investment solutions, tax strategies and trust and estate planning services to serve life goals.  

A specialist in financial analysis and risk management, Matthew is also adept at the human side of the financial equation, helping clients explore what is possible with their assets so they can make the best possible decisions as new opportunities and challenges arise. He especially enjoys seeing the satisfaction that clients derive when their investment portfolios are aligned with their needs and preferences for risk, income, growth and legacy creation.  

Matthew began his career at a Wall Street brokerage, which led him to search for an opportunity with a strong client focus and the chance to build deeper relationships with clients. He joined LNW in 2016 after working at Connecticut Wealth Management.