683 Bielenberg Drive, Suite 101, Woodbury, MN, 55125
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Matthew is a financial advisor at Legacy Wealth Asset Management, dedicating full-time hours to wealth management and financial planning. He is also the CEO/Owner of Wisdom Wellspring LLC, spending about 10-20% of his time there, and a board member at Five Oaks Community Church, spending a few hours per week.