Matthew founded Topsail Wealth Management with a vision: to offer a client-centric, cost-effective approach to wealth management while delivering the high level of service and personal attention that investors deserve. Many firms focus on volume and scale, but Matthew believes that true value comes from combining disciplined investment strategies with a deeply personal client experience. Topsail was built to provide comprehensive, fiduciary-driven wealth management tailored to each client’s unique needs.

For nearly two decades at Vanguard, he played a key role in shaping Vanguard’s wealth management service working to redesign Vanguard’s asset management services and launching Vanguard Personal Advisor Services for Flagship clients. He later led the firm’s expansion into ultra-high-net-worth wealth management. As an advisor he managed some of Vanguard’s largest and most complex client relationships.

Believing that exceptional wealth management can be both cost-effective and highly personalized, Matthew founded Topsail Wealth Management to offer a sophisticated yet service-oriented approach-where clients benefit from institutional-level investment strategies paired with the dedicated attention of a family office. Matthew is a CERTIFIED FINANCIAL PLANNER ® (CFP®) professional and a Certified Trust and Fiduciary Advisor (CTFA). As a fiduciary, he is committed to always acting in his clients’ best interests.

Matthew and his wife, Katie, live in Charlotte, NC, with their two sons, Henry and Walter. As a family, they love spending time outdoors-whether searching for wildlife in the backyard or enjoying time on the water whenever possible.