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.
Start by scheduling a discovery call. Think of it as a mutual interview, not a sales pitch. We’ll explore your goals, assets, and financial vision. If we’re the right fit, our Concierge Team seamlessly handles setup and transfers, ensuring a smooth, tax-efficient transition from day one.
Farther advisors act in your best interest and are fiduciaries. We’ve eliminated commissions to remove conflicts and use a simple, transparent fee structure. Our growth depends directly on your success — we thrive only when your wealth does.
Our technology amplifies — not replaces — human expertise. The platform manages daily precision tasks, freeing your advisor to focus on strategy and nuance. This blend of advanced automation and human insight ensures your wealth benefits from both innovation and personal guidance.
Farther’s platform uses advanced encryption, continuous monitoring, and a proprietary vault architecture engineered for maximum data integrity. Backed by leading global tech investors like Alphabet’s CapitalG, our systems are designed and vetted to keep your wealth safe.
Farther acts as your wealth’s central hub. Our unified platform brings all your accounts together, while your dedicated advisor orchestrates your investment, tax, and estate strategies. The result is a seamless, proactive, and fully coordinated approach to managing every part of your financial life.
