Lisa K. Matthews

CFP, ChFC, CLU, Financial Advisor

Contact Me
Lisa K. Matthews

MY MISSION STATEMENT

"Your Wealth has a Purpose"
Helping clients make informed financial decisions while providing them power over their financial life.

My Story and Services

Story

Lisa is a Wealth Advisor with Morgan Stanley Wealth Management serving a select number of families, businesses, women and non-profits. Lisa believes that your “wealth has a purpose” and helps her clients make informed financial decisions while providing them power over their financial life.

For over 30 years, when she founded her own firm in New York City, Lisa has been a connector and leader in the community with a focus on education and working with people with similar values. Her mission is to help clients achieve their financial goals and ambitions through humility, kindness, and generosity of knowledge and time which helps build lasting and meaningful relationships. Lisa educates her clients across the spectrum of wealth management considerations and alternatives, including not only investment management, but also, financial planning, retirement planning and distribution strategies, estate planning, charitable strategies, and more.  Lisa works closely with her clients using a goals-based approach to help them visualize their dreams and aspirations to develop customized plans and solutions that help them navigate through key milestones and transitions.  Lisa brings global resources and an extensive network of strategic professional partners to her clients to be the primary resource weaving all her clients’ customized strategies and solutions into their wealth management portrait. 



Access to Private Banking >

Services Include

  • Wealth Management
  • 401(k) Rollovers
  • Asset Management
  • Business Planning
  • Corporate Retirement Plans
  • Endowments and Foundations
  • Executive Financial Services
  • Financial Planning
  • Retirement Planning
  • Sustainable Investing
  • Wealth Consulting

Securities Agent: AZ, CA, CO, CT, DC, FL, LA, MA, MD, MN, NH, NJ, NM, NY, PA, RI, SC, TX, VA, WA, WY; General Securities Principal; General Securities Representative; Investment Advisor Representative

NMLS#: 1648252


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Client Philosophy

Lisa's mission is to help clients achieve their financial goals and ambitions, weaving all their customized strategies and solutions into a wealth management portrait.  She accomplishes this using humility, kindness, and generosity of knowledge and time which helps build lasting meaningful relationships.  Lisa’s commitment to this mission is delivered through three core principles:

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Community Involvement

Community Involvement

Awards:

Pinnacle Award from the Greater Boston Chamber of Commerce
Woman Business Owner of the Year from the Massachusetts Women Business Owners Association

Current Boards & Organizations:

Greater Boston Chamber of Commerce Board of Directors, Committees: Finance and Investment
Whittier Street Health Center Presidential Advisory Committee
Women Presidents' Organization Platinum Group
Massachusetts Women's Forum
The Commonwealth Institute
The Boston Club
The Boston Estate Planning Council
The Financial Planning Association

Previous Boards:

The Home for Little Wanderers
Women's Leadership Board of Harvard University's John F. Kennedy School of Government
American Red Cross Tiffany Circle
Boston Estate Planning Circle
Founding Board Member of Social Venture Partner in Boston
The New England Women's Fund
Enterprising Women National Advisory Board
Chair of the Women Presidents' Organization 2 Boston Chapters


Location

Location

  • 125 High Street, 24th Floor
  • Boston, MA 02110


    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Ready to start a conversation? Contact Lisa K. Matthews today.

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