Matthew James Holbrook
Private Wealth Advisor
Matt Holbrook is a seasoned financial advisor with more than 18 years of experience guiding successful families, entrepreneurs, and business owners through complex financial decisions. Throughout his career, he has held advisory roles at leading institutions, including Deutsche Bank, Alex. Brown, Citigroup, Neuberger Berman, and Rockefeller Global Family Office.
Matt specializes in comprehensive wealth management, with a focus on disciplined portfolio growth, retirement planning, tax-efficient strategies, and multigenerational legacy planning. His philosophy is both simple and foundational: how wealth is structured is just as important as how it’s invested. As he often notes, “it’s not what you earn, it’s what you keep.”
By taking a holistic approach to each client’s financial life, Matt evaluates the full balance sheet—assets, liabilities, income sources, investment portfolios, and estate structures—to help clients make informed, strategic decisions. Whether clients are accumulating wealth, transitioning into retirement, managing retirement income, or designing a lasting legacy, he integrates prudent portfolio management with thoughtful estate planning and tax-aware strategies.
Matt’s ultimate objective extends beyond financial growth. He works to provide long-term control, protection, and peace of mind—helping families preserve and transition wealth efficiently across generations.