Matthew Alfonzetti

Senior Vice President, Wealth Advisor
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Areas of Expertise

Goal Alignment
Tax Strategies
Asset Allocation
Retirement Planning
Estate Planning

Qualifications & Experience

  • Series 7 & 66
  • BS in Finance, Syracuse University
Armonk, NY

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Words to Live By

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About

Matthew is the Co-Founder and Principal Investment Strategist at Truvium Capital Partners, where he helps individuals, families, and business owners navigate their financial lives with clarity and conviction. With over eight years of experience in the financial services industry, Matthew specializes in strategic asset allocation, portfolio optimization, and holistic wealth planning.

He co-founded Truvium in 2019 with a clear vision: to deliver institutional-caliber investment advice through a boutique, relationship-driven model. Matthew’s approach integrates long-term planning, disciplined portfolio design, and tax-aware strategies — all grounded in academic principles and tailored to each client’s broader goals.

Matthew holds a Bachelor of Science in Finance from Syracuse University. His experience spans both public and private markets, allowing him to build diversified portfolios that balance opportunity with thoughtful risk management. Above all, Matthew believes in partnership — offering clients steady, transparent guidance through every stage of their financial journey.