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Welcome! Thank you for visiting.
As a investment advisor representative, My mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. I am trained and licensed to provide financial solutions to my clients and their families. My goal is to become a lifelong resource to my clients, and I am dedicated to assisting them through the various stages of their financial lives.
At Baystate Financial, I am able to utilize the team approach and draw upon the wealth of knowledge of my associates to create custom designed financial strategies for my clients.
I hold a BS in Business Administration from Whittemore School of Business at the University of New Hampshire. I have over 6 years of investment advisory experience and hold Series 65, 6 & 63 as well as Life, Accident & Health Licenses.
I live in Rye, NH with my wife Jen. I am the Past-President of the Seacoast Rotary Club of Portsmouth.
During my free time, I enjoy playing guitar, golfing, skiing and watching movies.
As a client of ours, Personal Financial View is another valuable tool we can provide to you.
I hope you find this site informative and useful. Free free to contact me if you would like more information about a particular product or service.
I look forward to hearing from you.
Matt
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.