Matthew Pescatore

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Matthew Pescatore has been helping individuals and businesses achieve their financial goals for over 10 years, by providing advice on Investment Planning, Tax, Retirement, Estate Planning, and Insurance. He specializes in Retirement planning and wealth transfer strategies. Because of the extreme complexity of the ever changing markets and tax laws, Matt’s team includes a network of highly skilled CPA’s and Estate planning attorneys who assist him in providing complete and comprehensive financial planning for his clients, and at the same time stay current on new tax and estate laws. He believes that a financial plan is not complete unless you look at both the legal and tax implications that may occur. This is why it is important to have a network of professionals who work for you. Matthew graduated Malden Catholic High School in 1989 and attended Wentworth Institute of Technology where he holds an Associate Degree in Aeronautical Technology and a Bachelor Degree in Airway Science. He holds a series 6, 7, 63 and 66 securities registrations and is insurance licensed for life, accident and health. Matt was born and raised in Medford, MA and currently lives in Tewksbury, MA with his wife and their two sons and daughter. He enjoys watching his two sons play hockey, which they were playing since they were 4 years old, and his daughter who is the youngest, enjoy horseback riding. He enjoys entertaining and getting together with friends and family. He is a private pilot and an avid winemaker. He also enjoys cooking, gardening and spending some of his time volunteering for the community.
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