Financial planning and beyond

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Matthew Lamarche, CFP, CIMA, CRPC

Senior Vice President–Wealth Management

Matt specializes in helping high net worth families with advanced planning. His focus is on preservation of capital, enhancing and protecting client wealth, tax mitigation planning with their CPA and tax attorney, wealth transfer, and charitable giving. This is done through partnering with our families and creating long-term, personalized financial plans.  

Matt is a Certified Financial Planner® (CFP®), has his Certified Investment Management Analyst® (CIMA®), Chartered Retirement Planning Counselor® (CRPC®), and Wealth Advisor designations, and has spent the last 17 years serving high net worth families and their trusted advisors. Prior to the founding of NewBridge Wealth Management at UBS, Matt worked with Andy and Roe at Merrill Lynch advising high net worth families in a similar capacity.

Consistent with his passion for learning, Matt earned a BA degree from the University of Portland and has since completed additional programs at the Wharton School of the University of Pennsylvania and American College. He is also an active member of IMCA®, the leading continuing education institution for the financial industry.

In his free time, Matt enjoys golf, mountain sports, fly fishing, and fundraising for a few local charities. Matt and his wife, Devin, have three children - Sophia, Allison and Benjamin - and make their home in Castle Rock.

Personal & Community

  • Financial Planning Association of Colorado - Board of Directors (past member)
  • Married with two daughters and a son
  • Enjoy time with family, golf, hiking, photography and mountain sports
Registered States:
  • AL
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ID
  • IL
  • IN
  • KS
  • LA
  • MA
  • MI
  • MN
  • MO
  • MS
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OK
  • OR
  • PA
  • RI
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WY

Education

  • BSBA, University of Portland
  • CFP® Certification Curriculum, The American College

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Chartered Retirement Planning Counselor
205 N Detroit Street
5th Floor
Denver, CO 80206
  • (303) 481-1504

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager

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