(773) 703-9386

msumme@stratoswp.com

Visit my website: realinvestmenthelp.com

Matt is a Wealth Advisor and Director of Business Development at Stratos Wealth Partners, where he and his team serve business owners, high-net-worth families, and corporate professionals through all stages of financial growth, transition, and legacy planning.

Whether a client is preparing to retire, sell a business, expand it strategically, or simply grow, preserve, and pass on personal wealth, Matt and his partners focus the majority of their time helping clients answer two fundamental financial questions:

“Will I make it?” — and more importantly, “What does that actually mean for me and my family?”

“What are my financial blind spots?” — and how can I avoid the costly mistakes I can’t see coming?

Drawing on nearly a decade of experience at leading firms like Citigroup and UBS, Matt offers a practical, relationship-driven approach to wealth planning. His team’s close collaboration and strategic alliance with seasoned M&A investment banking professionals gives business owner clients access to uncommon resources for navigating growth, liquidity, and exit events. For those not selling a business, that same level of insight is applied to wealth preservation, tax mitigation, and generational legacy strategy.

Matt holds a degree in Finance and International Business from the University of Kentucky and is based in Chicago, where he remains active across business, alumni, and philanthropic circles.

Involvement:

•    University of Kentucky Alumni Association (Chicago)

•    Saint Clement Church

•    Adam Smith Society

•    Lurie Children’s Hospital Junior Board

Interests:

•    College Football & Basketball (Florida State & Kentucky)

•    Golf & Fitness

•    Strategic Networking & Community Engagement

He holds FINRA Series 7 and 66 licenses.