Matt Kocolowski
As a Financial Advisor with Merrill and a CERTIFIED FINANCIAL PLANNER® professional, I help individuals, families, and business owners navigate important financial decisions with clarity and confidence. My approach is rooted in customized financial planning, combining investment management, retirement planning, wealth transfer strategies, and risk management into a coordinated plan tailored to each client's goals.
I believe successful wealth management starts with understanding what matters most to each client. Whether preparing for retirement, managing a significant life transition, planning for future generations, or pursuing long-term financial goals, I work closely with clients to develop personalized strategies designed to help them stay on track.
My areas of focus include retirement income planning, portfolio management, tax-efficient wealth strategies, legacy planning, and helping business owners and professionals address the unique opportunities and challenges that come with building and preserving wealth.
Through Merrill's resources and Bank of America's banking capabilities, I strive to provide thoughtful guidance, ongoing education, and a high level of personalized service so clients can make informed financial decisions and feel confident about their financial future.
I believe that investments are only one piece of a much larger financial picture. Before discussing portfolios, I take the time to understand what matters most to my clients—their family, career, retirement goals, values, and long-term vision for the future.
As a CFP® professional, my approach is centered on customized financial planning. By coordinating investments, retirement planning, tax-efficient strategies, risk management, and legacy planning, I help clients make informed decisions with greater clarity and confidence.
My goal is to serve as a trusted advisor who helps simplify complex financial situations and provides guidance through life's many transitions. Whether clients are preparing for retirement, growing a business, managing a major liquidity event, or planning for the next generation, I strive to create personalized strategies that align with their unique goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
