Financial planning tailored to your goals

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Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Matt1

    Matthew L. Goward, CFP®

    Financial Advisor

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    • CA
    • CT
    • DC
    • FL
    • GA
    • IL
    • MA
    • MD
    • ME
    • MI
    • MO
    • MT
    • NC
    • NH
    • NJ
    • NM
    • NY
    • OR
    • PA
    • PR
    • RI
    • SC
    • TN
    • TX
    • VA
    • WA

          Financial planning
          Legacy planning
          Philanthropy
          Asset allocation
          Sustainable investing
          Entrepreneurs
          1471 Iyanough Road (Route 132)
          Hyannis, MA 02601

        Defining your priorities. Pursuing what matters.

        Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

        Accessing resources. Delivering solutions.

        Accessing resources. Delivering solutions.

        Goals-based planning

        Goals-based planning

        UBS Wealth Way

        UBS Wealth Way

        A way forward

        Understanding your life, your wealth and what you want to accomplish.

        We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

        Let's talk about how we can help you plan for the life you want

        Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        More than 150 years

        offering financial advice