Matthew Stead

MSFP

Chief Operating Officer 

Matt joined our team in 2014. He obtained a bachelor’s degree in finance at Bentley University in 2019 and his master’s degree in financial planning (MSFP) at The University of Georgia in 2021. Matt began his career at Sachetta as a financial advisor but has since transitioned to our operations team. While he still pitches in on client matters, Matt focuses his attention on the firm’s technology stack, compliance matters, and internal operations.

Matt grew up in North Reading, MA and now lives in South Hampton, NH with his wife Gabrielle. Matt and Gab love to travel, most recently returning from a camping trip at the Redwood National Park.

 

 

“Every client has a different story but no matter their background or what got them to this point, they have the common goal of financial soundness. I think a lot of clients see us as a small part of their lives, but they are a huge part of our lives. That’s the way it should be. We should be there in the background making sure things happen so they can focus on the things that they enjoy doing.”
Matthew Stead Financial Advisor

3 Questions with Matt

"What’s your favorite thing about working at the firm?"

I know everyone who has done these profiles has had the same answer, but it really is true.  The people.  We joke about it, but truthfully this is like a second family.  I know everyone’s kids’ names, grandkids’ names, siblings’ names, everyone.  If anything comes up for someone, we all help in any capacity.  Truthfully that’s why I wanted to work for a small firm in the first place. 

"What’s special about your Sachetta clients?"

Every client has a different story but no matter their background or what got them to this point, they have the common goal of financial soundness.  I think a lot of clients see us as a small part of their lives, but they are a huge part of our lives.  That’s the way it should be.  We should be there in the background making sure things happen so they can focus on the things that they enjoy doing.  

"If you could have dinner with anyone dead or alive, who would you choose?"

Bill Burr is a comedian with a podcast.  I’ve been following him for many years.  He has a no-nonsense approach to life, he enjoys learning new things like flying a helicopter or baking pies for contests, and he’s always good for a laugh.  I would like to more fully adopt his outlook on life for myself and would enjoy meeting him.  

Matt's Latest Posts

How to Simplify Wealth Management in a Digital Age

Digital wealth management should make life feel lighter, not more complicated. At Sachetta, we combine secure, mobile-friendly technology with experienced, tax-smart guidance so you can see your whole...

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Four Tech Trends Shaping Today's Investment Strategies

Some companies and technologies seem evergreen. It’s hard to imagine a company unseating Apple as the leader in mobile phone production, or another operating system replacing Microsoft’s as dominant o...

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