Vintage Wealth Advisors
About
Matthew is an independent advisor works with business owners, families, and individuals who seek a holistic approach to wealth management. Focusing on service first, his clients look to an experienced financial advisor who educates and coordinates the difficult financial decisions that come with having substantial assets. With this knowledge, he quarterbacks appropriate investments suited to the client’s best interests.
To better serve his corporate customers and business owners, he obtained a CPFA-Certified Plan Fiduciary Adviser designation. This advanced designation helps him, and his clients understand the fiduciary relationship and responsibilities of the business owner to their employees. Matthew has a passion for thoroughly educating the employers and employees with the knowledge needed to make prudent investment decisions for their future.
Matthew believes in providing a solutions-driven advice model to individual and family-based clients. To do this, we use our proprietary Income Bucket SequenceTM approach. This allows clients to clearly understand where and how they will receive their income to support their lifestyle. Together he helps position assets to grow while protecting families from volatile market swings that can cause stress and possibly derail future income needs.
Matthew resides in the beautiful Napa, California with his wife Leslie, and two children, Lucy and Caroline. As a former chef, he spends a lot of time cooking for friends and family while enjoying the fruits of Napa Valley.
There is no other job out there like mine. We get the chance to make a profound personal impact on our clients' lives for many years. It's not uncommon to have our clients say "I love you" on a regular basis. My clients are like family to me and I wouldn't want it any other way.
Photos and videos
No reviews (yet)
Frequently asked questions
What is your typical process for working with a new customer?
(1) In DISCOVERY we’ll help clarify your life goals, and arrange them by time frame and priority. We’ll explore how specific goals fit into the greater picture of your life and we’ll challenge your previous investment assumptions if they only focused on your immediate financial concerns.
(2) Then we’ll ASSESS the needs and issues surrounding each of your goals and develop a clearer perspective for what needs to be done. You’ll have complete clarity regarding your risks as well as your opportunities.
(3) Together, we’ll EVALUATE options and select from numerous goal-based scenarios that reveal how you can ultimately use your wealth to achieve your most significant objectives.
(4) We will work within a disciplined environment to IMPLEMENT a program whose elements remain consistent with your life’s goals. We’ll make your vision come to life.
(5) By MONITORING & ADJUSTING your program, we’ll help you anticipate and deal with life’s inevitable changes. We’re prepared to help with the unexpected and ready to recommend options for adjusting your life and wealth program to ensure that it continually supports the way you want to live.
What education and/or training do you have that relates to your work?
-Fully Licensed Series 7, Series 66
-Life, Health, and Disability Insurance licensed.
-Licensed Fiduciary
Do you have a standard pricing system for your services? If so, please share the details here.
n/a- Everyone is unique to their situation and as such, I price accordingly but it's a very open conversation.
How did you get started in this business?
My father in law has been in the business for 15+ years and I learned from him. He manages a good work-life balance while helping people become more financially successful for their families. I come from a service/hospitality background so I go above and beyond for my clients and I believe that is the way business should be done anywhere.
What types of customers have you worked with?
Alot of business owners, retirees and pre-retirees in the retirement red zone (10+ years from retirement). We drive success in our clients retirement by helping them manage a prudent income plan to live a fulfilling retirement without worry.
What advice would you give a customer looking to hire a pro in your area of expertise?
If you don't feel comfortable with your advisor coming into your home and integrating with your family, they probably are not the right fit for you.
What questions should customers think through before talking to pros about their needs?
-Are they a fiduciary?
-What are the costs, does it sound reasonable for the service?
-Do they have a team that supports them?
-Do they share the same values as you do?
-Would you feel comfortable calling them for anything money related or even non-money related?