Matt Heath, CFP®

Vice President, Advisor

Newburyport, Massachusetts

Contact Matt

Matt helps clients define and pursue their financial goals through comprehensive planning. He integrates tax considerations, estate planning, insurance, and investment management to provide greater clarity and confidence. He brings more than 10 years of experience serving clients in a financial planning capacity.
His background includes advisory and leadership roles across wealth management and financial planning organizations, working directly with clients on comprehensive planning and coordinating strategies across multiple areas of their financial lives. Matt earned a B.A. from Connecticut College and is a CFP® professional.
Matt enjoys helping people and providing advice that is practical and meaningful to their lives. He believes strong financial planning begins with understanding what matters most to each client. His goal is to build trusted relationships while providing clear guidance that supports informed decision-making.
Outside of work, Matt enjoys spending time with his wife and two children and coaching their football, baseball, hockey, and soccer teams. He has also served his community through a local food pantry and youth baseball and hockey organizations.