Matthew Schlossman, CFP®

Matthew Schlossman is a Financial Planning Associate at Aspyre Wealth Partners. His primary responsibilities include both technical and client service support throughout the entire financial planning process.

Helping reduce clients’ stress by providing a path to financial freedom is the best part of Matthew’s job. He appreciates how overwhelmed people can feel when there is so much conflicting information or misinformation, along with unexpected curveballs. Because it is difficult to know what is the right strategy for our personal circumstances, he strives to build authentic relationships with his clients. He wants them to know he has their back and will only provide guidance that is in their best interest.

The relationships are the reason Matthew chose his career in financial service. He values the opportunity to develop relationships that are deeper and more personal than most professional relationships. Being part of clients’ best times and messy times opens the door for making a long-term impact on their lives. Helping people reach their goals is hard to beat!