Florida (561) 735-9227
New York (516) 227-1111
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Phone: 561-735-9227
Fax: 561-735-9815
2240 Woolbright Road Suite 354
Boynton Beach FL 33426
Matthew J. Welsh, M.S., CFP
Matt joined Materetsky Financial Group in 2012. Matt is a CERTIFIED FINANCIAL PLANNER™ and focuses his practice on a using a combination of estate, tax, and wealth planning allowing him to identify potential future tax savings, coordinating estate plans for the clients and beneficiaries, and implementing/managing personalized investment strategies.
Matt attended Florida State University where he graduated with a B.S. in Finance and a M.S. in Finance & Economics.
Matt is a registered securities principal and holds appropriate securities and insurance licenses. Matt currently resides in South Florida but travels between our New York and Florida offices working with clients in both states.
Matt currently resides in Delray Beach, FL.