Senior Integrated Wealth Advisor
Matthew Rich is a Senior Integrated Wealth Advisor at Carlson Capital Management. As a Senior Advisor, Matthew partners with clients and their families providing the firm's fully integrated wealth management experience including investment management, retirement modeling, estate, philanthropic, and educational planning and all other aspects of general financial planning and client care. In this role, Matthew also connects clients with the firm's specialists for overall portfolio management as well as direct access to expertise in areas such as tax planning and insurance analysis.
After earning a Bachelor of Arts degree from Gustavus Adolphus College, Matthew went on to receive his Juris Doctor from William Mitchell College of Law. He also holds the Certified Financial Planner™ designation granted through the Certified Financial Planner Board of Standards. Before joining CCM, Matthew practiced as an attorney helping individuals and small businesses develop practical solutions to complex legal issues. Throughout his career, he has sought opportunities to merge advocacy and leadership, and currently serves on the board of the Northfield Retirement Community and the Northfield Hockey Association. Matthew is a former board member of the Community Action Center of Northfield and HealthFinders Collaborative. He has also served as President for both Northfield Rotary and Northfield Sertoma. He and his wife, Leah, reside in Northfield, Minnesota, with their four children.
Success can be measured by the quality of the relationships one keeps. Relationships are built on trust and integrity, and the former is established through the unyielding execution of the latter. That is how I approach my work, and I appreciate the opportunity to partner with clients and colleagues who share my values. Our clients deserve our best at every stage in the relationship, and it is exciting to be part of a firm that embraces that responsibility and is constantly looking for new opportunities to deliver an extraordinary client experience.
Matthew and other members of the CCM Advisory Team regularly post articles of interest on financial planning which you can find here.