Resource Center
Knowledge is the foundation of every great financial decision
Financial Education & Insights
Explore educational guides for the financial decisions that shape your work, family, retirement, and legacy.
Retirement
Strategies for accumulation, distribution, and everything in between. Let's build a plan that supports the retirement you've envisioned.
Investment
Portfolio management insights, market fundamentals, and investment principles. We'll align your portfolio to your goals and risk tolerance.
Estate
Legacy planning, trusts, wills, and estate transfer strategies. A conversation today protects the wealth you've worked a lifetime to build.
Insurance
Life, disability, long-term care, and wealth protection resources. We'll make sure the right coverage is in place before you ever need it.
Tax
Tax-efficient investing, planning strategies, and year-end considerations. Small decisions today can meaningfully reduce your tax burden over time.
Money
Budgeting, savings, debt management, and building financial resilience. A strong foundation starts with understanding the full picture of your finances.
Lifestyle
Aligning your financial plan with how you want to live — now and in the future. We'll map your wealth to your vision, not just a spreadsheet.
Your Financial Plan
Every strong plan starts with a single conversation about where you are and where you want to be. Book a meeting to begin building yours.
Guidance for Complex Financial Decisions
Thoughtful, educational perspectives from Matthew James Holbrook for executives, entrepreneurs, families, and retirees navigating important wealth decisions.
What Is an IDGT and How Can It Support a Family Wealth Plan?
An educational guide to intentionally defective grantor trusts, including the lifetime gift, installment sale, future appreciation, trustee selection, and important trade-offs.
Read the guide Executive Wealth · InvestmentManaging a Concentrated Stock Position: A Guide for Executives
Explore tax-aware diversification, 10b5-1 plans, exchange funds, hedging, and charitable strategies for executives with too much wealth in one stock.
Read the guide Business Owners · Exit PlanningBusiness Owner Wealth Planning Before a Sale
A practical guide to preparing your personal wealth, taxes, liquidity, and next chapter before a business transition or sale.
Read the guide Advisor Selection · Wealth ManagementHow to Choose a Financial Advisor
Questions to ask about credentials, services, investment approach, fees, communication, and whether an advisor is the right fit for your goals.
Read the guide Estate Strategy · FamiliesWhen Should You Update Your Estate Plan?
Understand the life events, family changes, asset shifts, and legal developments that can make an estate-plan review worthwhile.
Read the guide Executive Wealth · CompensationEquity Compensation Planning for Executives
Learn how stock options, restricted stock, vesting schedules, taxes, concentration risk, and career decisions can fit into one plan.
Read the guide Retirement · Income PlanningHow to Build a Retirement Income Plan
Explore how spending needs, Social Security, portfolio withdrawals, taxes, and longevity can work together in a retirement strategy.
Read the guide Tax Strategy · InvestmentTax-Aware Investing: A Practical Guide
See how asset location, tax-loss harvesting, capital gains, charitable giving, and withdrawal order may shape a tax-aware portfolio.
Read the guideFinancial Planning Questions, Answered
Helpful starting points for conversations about wealth, retirement, estate strategy, and choosing an advisor.
Matthew James Holbrook is an LPL Financial Registered Representative with more than 18 years of experience in wealth management, retirement planning, and estate strategy. He has held advisory roles at firms including Deutsche Bank, Citigroup, and Neuberger Berman, and serves clients throughout the country.
Matthew James Holbrook serves clients throughout the country. He is licensed to conduct securities business across multiple states and works with clients at every stage of their financial journey.
Holbrook Capital offers retirement planning, wealth management, estate strategy, peak-career planning, risk management, and insurance planning, all tailored to each client's complete financial picture.
A financial advisor typically helps with a broad range of money decisions, such as budgeting, insurance, and investments, while a wealth manager focuses on comprehensive, ongoing management of a client's full financial picture, including investments, tax strategy, and estate planning. Matthew James Holbrook provides both services under one relationship.
You can verify any financial advisor's licensing, employment history, and regulatory record through FINRA BrokerCheck. Matthew James Holbrook's BrokerCheck profile is linked in the footer of this site and on the Contact page.
The best time to start retirement planning is as early as possible, since compounding growth and tax-efficient strategies have more time to work in your favor. That said, Holbrook Capital works with clients at every stage, from early accumulation years through active retirement.
You can schedule a consultation directly through the online calendar on the Contact page, or by calling (833) 740-1305.
Let's Begin the Conversation.
I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.
Schedule a ConsultationOr call (833) 740-1305