Matthew Kolakowski, CFP®

Wealth Advisor

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 advisor, he supports clients and advises them on the full spectrum of wealth management to help ensure their wealth supports their goals. Having had the opportunity to see firsthand how meaningful it 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 in finance early, 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.

Designations and Education
  • 21/64 Certified Advisor 
  • B.A. in Finance and Risk Management & Insurance, University of South Carolina Darla Moore School of Business 
Personal Passion

Loves watching sports, especially all things University of South Carolina Gamecocks. Avid golfer and enjoys cooking and travelling with his family.