Matthew Sheppard-Brown

With a deep-rooted belief that wealth planning should be both purposeful and personal, Matthew works closely with successful professionals, business owners, and their families to design strategies that help them keep more of what they earn and retire with confidence. His practice emphasizes holistic planning, covering everything from investment management and insurance to tax, estate, and corporate structure optimization.

Clients often share that they value Matthew’s ability to simplify complex decisions and appreciate the thoughtful, grounded approach he brings. Whether recommending a tax-efficient corporate insurance solution or helping a family prepare for retirement, Matthew ensures every strategy aligns with the client’s long-term vision, not just the next quarter.