Matt began his career in the securities industry in 1991. He began his partnership with fellow managing partner Bill Thomas (Senior Financial Advisor, RJFS) in 1993, and helped lead MWT Investment Group LLC, which became The Wealth Advisory Group of DiLauro Wracher Thomas in 2015. In 2019, he earned the Accredited Investment Fiduciary® Designation, which empowers him with advanced fiduciary knowledge and tools to help serve their clients’ best interests. Matt was named to the 2022 edition of the Forbes list of Best in State Wealth Advisors and AdvisorHub’s list of 50 Advisors to Watch (under $1B)†.
His focus is to help clients gain confidence in their financial decision-making by listening to their needs and goals to gain a deep understanding of their situation.
Promoting education and helping in the community are top priorities for Matt. He is a past Board Member of Cornerstone of Hope, NW Summit City Rotary Club, Health Haven Nursing Home and Akron General Medical Center. He currently serves on the advisory board of Bullseye Active Wear. He also has served as a Revere School Board Member and Director of Revere youth football.
Matt’s approach as a financial advisor goes beyond finances to include a client’s overall life goals and how portfolio performance fits into that. He specializes in retirement and investment planning and implementation for individuals, families, trusts, businesses and foundations.
Originally from Richfield, Ohio, Matt attended West Virginia University, where he was an offensive lineman for the Mountaineer Football team and he had the privilege of experiencing the Sun Bowl, Fiesta Bowl and Gator Bowl. The Fiesta Bowl team competed for the National Championship in 1989. Matt lives in Bath with his wife, Mindy, and their sons, Adam, Sean and Bradley. He enjoys cycling, CrossFit and attending his sons sporting events.
†The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
†The 2022 AdvisorHub 50 Advisors to Watch under $1b ranking is as of 6/23/2022 and based on an algorithm of criteria, focused on three key areas: Scope of practice as measured by assets, production and level of service, Year-Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Scope of Practice and Growth more heavily than other areas. Advisors considered have a minimum of seven years’ experience, a compliance record with no more than 3 complaints, and must have been with their current firm since 1/1/2020. Out of approximately 560 total nominations received and 418 in this category, 50 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub.
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
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