Matthew A. Klatsky Cfp ® Email & Phone Number

As a Partner – Managing Director, I work closely with clients to secure their futures. Growing up in Rumson, NJ, with an estate attorney father, I developed an early interest in finance. After earning my Finance degree from the University of Maryland, I spent nine years as a trader in New York before transitioning to personal finance as a CERTIFIED FINANCIAL PLANNER™ professional.My hands-on, personable approach sets me apart—I aim to be more than just an advisor, striving to be part of my clients' families. Outside of work, I enjoy traveling, golfing, and beach time with my wife, Lindsay, and our two children, Jordan and Madison. We are also active in philanthropy, supporting causes close to our hearts. I find financial planning more rewarding than trading and plan to focus fully on client relationships, delegating administrative tasks to dedicate myself to the work I love most.AR Insurance License #12455245, CA Insurance License #2071635--Securities and investment advisory services offered through &Partners, LLC, a broker-dealer and investment adviser registered with the U.S. Securities and Exchange Commission and member FINRA, SIPC.Third-party posts found on this profile do not reflect the views of the Firm, its Associated Persons or Affiliates, and have not been reviewed by the Firm as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of other clients and are not indicative of future performance or success.This post is for general informational purposes only and does not constitute a recommendation or solicitation to buy or sell any security or make any other type of investment or investment decision. Any views presented in this post are solely those of the author and do not necessarily represent those of &Partners.Third-party posts are monitored for inappropriate language. Posts using such language will be removed. The comments posted here may be made by current clients, past clients, or non-clients. We have not paid for these comments.

Listed skills include Trading, Investments, Equities, Risk Management, and 15 others.

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  Partner, Managing Director

  Helix Private Wealth

  Oct 2024 - Present - 2800 Quarry Lake Drive, Suite 385 Baltimore, Md 21209

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  University Of Maryland - Robert H. Smith School Of Business

  Finance