Matthew Remis

Managing Director, Wealth Advisor
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Areas of Expertise

Goal Alignment
Tax Strategies
Asset Allocation
Retirement Planning
Estate Planning

Qualifications & Experience

  • Finance Committee, Beth Israel Leahy Health
  • Board of Overseers, Children's Hospital Boston
  • MBA, Northeastern University
  • BA, Union College
Boston, MA

Media

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Words to Live By

The question is not what you look at, but what you see.
Henry David Thoreau

Client Experience Professionals

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Team Members

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About

Matthew works with high-net-worth individuals, family offices, and institutions to deliver customized fixed income and equity investment strategies. With over two decades of experience in financial services, he provides thoughtful, client-centered guidance across investments, retirement, estate planning, philanthropy, and tax strategies. 

Prior to Farther, Matthew held senior roles at NewEdge Wealth, SVB Private/Boston Private Wealth, and Morgan Stanley, where he advised clients on asset allocation and investment strategy. Matthew led business development at Heritage Capital Management earlier in his career and was a member of their investment committee. Before entering the finance industry, he spent over five years teaching and coaching both in the United States and abroad.

Matthew serves on the Board of Overseers at Boston Children’s Hospital, the Finance Committee for Beth Israel Lahey Health, and the national board of the Roberto Clemente Foundation. He is also the founder of Congregation Ahavat Olam in North Andover, MA. A graduate of Union College and Northeastern University, Matthew lives north of Boston with his wife, Cindy, their three children, and two labradoodles. Outside the office, he enjoys golfing, listening to music, and traveling.