About The Firm
Here, estate planning is more than drafting documents — it’s about preserving your legacy, protecting your wealth, and ensuring that your goals and wishes are carried out. We provide custom estate planning and lifestyle advising, tailored to each clients values, family dynamics, and long-term vision.
Matthew has built this practice on three principles: Privacy, Precision, and Personal Care. Here, the Firm takes the time to understand what truly matters to you, so every plan reflects both financial intelligence and emotional insight.
Serving clients with the highest level of discretion, Matthew coordinates seamlessly with accountants, financial advisors, and wealth managers to deliver comprehensive, concierge-style service.
Whether you seek to build a foundation for your legacy by putting together an estate plan or require ongoing personal oversight, our approach as a Firm remains the same: refined, responsive, and rooted in trust.
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Matthew graduated from Suffolk University Law School in Boston, Massachusetts. He is a licensed member of the Massachusetts Bar Association and focuses his practice in Estate Planning and Wealth Management, working with individuals, families, and businesses to create thoughtful and individualized succession and estate plans. Matthew works diligently to ensure that clients desires are met through long-term planning and proper allocation of assets in a way that is advantageous for both taxation and growth.
Matthew grew up in Saratoga Springs, New York, and graduated from Skidmore College in 2020 with a degree in Management & Business.
Matthew and his partner Tommy reside in Boston, Massachusetts, along with Doja the cat. Matthew and Tommy enjoy supporting the arts, trying new restaurants, and taking advantage of New England’s many outdoor activities.
Contact us
Interested in working together? Send us a message and we will be in touch shortly. We can’t wait to hear from you!