Manhattan · New York City

Wealth Management for New York Executives & Professionals

Matthew James Holbrook built his career at New York's leading financial institutions — Deutsche Bank, Alex. Brown, Citigroup, Neuberger Berman, and Rockefeller Global Family Office. Today, through Holbrook Capital, he serves Manhattan executives, professionals, and families who want that institutional depth delivered through a personal, independent practice.

Planning for the Realities of a New York Career

New York compensation is rarely simple. Restricted stock and options that vest on their own schedule. Bonuses that arrive in a single tax year. Partnership distributions, carried interest, deferred compensation. The planning questions that follow — how to diversify a concentrated stock position, when to exercise, how to manage a seven-figure income across federal, state, and city taxes — deserve an advisor who has spent a career inside these institutions and understands how they pay their people.

How I Work with New York Clients

Executives & Finance Professionals

Equity compensation planning, concentrated position strategies, 10b5-1 coordination, and portfolio management that accounts for the risk already embedded in your career.

Peak-Career Professionals

Attorneys, physicians, and senior managers in their prime earning years — turning high income into durable wealth with disciplined saving, investing, and tax-aware strategy.

Families Planning a Move South

A significant number of my New York clients are weighing — or making — the move to Florida. With my practice based in Boca Raton, I work on both ends of that transition: residency planning, estate document updates, and continuity of advice from Manhattan to Palm Beach County.

An Advisor in Both Cities

Holbrook Capital is headquartered in Boca Raton, Florida, and Matthew maintains an active practice in Manhattan, meeting with New York clients regularly. Wherever your life takes you between the two, the relationship travels with you.

Start with a Conversation

Schedule a consultation or call (833) 740-1305.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through LPL Financial, a registered investment advisor. This is not an offer or solicitation in any state where not properly registered.