Matt Lasker
CFP®, CMFC®
Wingate Wealth Advisors, Inc.
Senior Financial Advisor, Partner
Matt Lasker
CFP®, CMFC®
Wingate Wealth Advisors, Inc.
Senior Financial Advisor, Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Matt Lasker, CFP®, CMFC®
Fee-Only financial planner located in Lexington, MA, serving clients locally and across the country
Matt Lasker is a Lexington, MA fee-only financial planner. Wingate Wealth Advisors, Inc. provides comprehensive financial planning, retirement planning, and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Matt Lasker is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Matt Lasker is a Senior Financial Advisor who is extremely knowledgeable about all aspects of client financial and investment planning. He has particular expertise in investment planning and takes a strong personal interest in working with clients to design and implement investment strategies that help them realize their unique financial goals and objectives.
Matt has over 20 years of experience in the investment industry. He joined Wingate in 1999 and has also served as a Research Analyst and a member of Wingate’s Investment Research Department. Before joining Wingate, Matt served as a senior portfolio administrator/client representative for two major global mutual fund groups in Boston. He is a Certified Financial Planner™ practitioner and a Chartered Mutual Fund Counselor℠. Matt holds a Bachelor of Arts degree with a major in history from Gettysburg College. Matt is also a member of the Boston Estate Planning Council and the Massachusetts chapter of the Financial Planning Association.
Matt, his wife Erin and their son Ian enjoy weekends on Cape Cod with family. He is a competitive cyclist, has biked up Mt. Washington, and is an avid skier.
Matt Lasker specializes in
Financial Planning, Investment Management, Retirement Planning
Wingate Wealth Advisors is an independent, fee only, wealth management and financial planning organization dedicated to serving the personal financial needs of individuals and families. Since 1986, we have been providing financial guidance that is objective, individualized and timely. Our integrated approach begins with financial planning to ensure your investment plan is aligned with your particular needs, goals and circumstances. We believe that Wingate offers you an ideal combination of knowledge, service and convenience.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Matt Lasker is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Matt Lasker is a Chartered Mutual Fund Counselor® (CMFC®)The Chartered Mutual Fund Counselor or CMFC® is a professional designation for financial advisors and investment managers. The CMFC® program provides financial planners and investment professionals with in depth knowledge of mutual funds, asset allocation, retirement planning, risk and return and other investment topics. To keep their designation, advisors must take 16 hours of continuing education courses every two years.
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Matt Lasker is Mentioned on Patch: "FPA® of Massachusetts Celebrates Financial Planning Week®"
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Matt Lasker is a Member of Boston Estate Planning Council
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Matt Lasker is a Member of the Financial Planning Association of Massachusetts
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Matt Lasker is Quoted in the Wakefield Daily Item: "Twelve Wakefield Residents Cycle Toward $52 Million Goal in the 2018 Pan-Mass Challenge"
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Matt Lasker Participated in B2VT While Wingate Wealth Advisors Sponsored the Ride
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Matt Lasker is Noted on Wicked Local for his Presentation of a Seminar in Conjunction with the FPA of Massachusettes on "A Financial Fire Drill: Planning for Uncertain Times”
Contact Matt Lasker
Office Locations:
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405 Bedford Street
Lexington, MA 2420
