Matthew SantarsieroAssociate Wealth Advisor

Independent Wealth Management is excited to have Matthew join our Financial Life Planning and Investment Management team. He is a graduate of the University of Rhode Island, College of Business Administration where he earned a B.S. in Finance. Prior to joining IWM, Matthew gained experience as an analyst at a wealth management and family office firm in NYC where he was responsible for portfolio management and investment analysis.

Matthew holds the Series 7 & 66 securities registrations with LPL Financial. In addition to financial planning analysis, he is most excited about contributing to IWM’s team approach to helping clients pursue their financial dreams. In his spare time, Matthew enjoys spending time at the beach and is a devoted New York Yankees fan.