As a Certified Financial Planner Professional and Director ofFinancial Planning with Fortis Lux Financial, my specialty is addressing the unique needs of hard-working individuals and families through creative strategies to help achieve their personal financial goals.

Families are pulled in many directions and juggle multiple priorities. Are we investing in the right things at this stage in life?How can we minimize taxes? Are we on track to retire comfortably and leave a financial legacy for our children? My team and I address the questions that keep you up at night.

It all starts with listening. There’s nothing more rewarding to me than hearing people’s stories. Family. Career. Values. Accomplishments. Decisions. Concerns. Goals. Dreams. It’s my honor to learn what’s most important to you and to craft a financial plan to help achieve your life’s ambitions.

Most importantly, you have the peace of mind knowing that my recommendations are given with the highest standard of care.

At Fortis Lux Financial, we have the minds of capitalists and the hearts of social workers. Our job is to help you make the best financial decisions for your family and your business. For today and tomorrow. Balanced with heart and mind.

Matt is married to Nichole. They have two young daughters and live in Lincroft, NJ. Matt holds a Masters of Science degree in Financial Services and is a Certified Financial Planner® certificant. When not working, Matt can be found spending time with family, traveling, snowboarding and playing pickleball and golf.

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