Matt Shack has been serving the financial needs of professionals, business owners and their families for more than 10 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable solutions for every element of the wealth management equation. As your financial advisor, Matt takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Matt works closely with you to develop a customized financial plan designed to meet your long-term financial objectives.
Wolf Financial Services extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. Matt works diligently to help you develop both your personal financial plan and a detailed investment strategy. Matt’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and help reach your long-term financial goals.
Originally from Pittsburgh, PA, Matt graduated from Robert Morris University with a Business Management degree. Prior to joining Wolf Financial Services in 2018, Matt worked for New York Life/MainStay Investments for 9 years. Away from the office, Matt enjoys fishing, boating, watching and playing hockey, and spending time with his fiancé Adrienne and her two wonderful children. Matt also spends his free time getting involved with numerous charities including: Team Continuum, United Way, Best Buddies and many others.
Raymond James is not affiliated with the above organizations and/or charitable causes.