Matt Lasker


Wingate Wealth Advisors, Inc.

Senior Financial Advisor, Partner

Matt Lasker


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 planningretirement 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.


  • 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

  • Certified Financial Planner (CFP)
    Matt Lasker is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • Chartered Mutual Fund Counselor® (CMFC®)
    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.

Contact Matt Lasker

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Office Locations:

  • 405 Bedford Street
    Lexington, MA 2420

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