Our Heritage

From the early days of his professional career as a certified civil engineer, our founder Matthew H. McCloskey IV envisioned himself as a builder. In 1969, Matt IV entered the financial services industry to build his own distinguished enterprise. In the fifty plus years since our establishment, we have been building relationships with our clients while helping them achieve their financial goals. Now as a team of eight financial professionals, our Firm offers a full array of wealth management services, including financial planning, investment management and insurance advisory services. Our clients are individuals, business owners, multi-generational families, as well as charitable and municipal organizations. We pride ourselves on providing our clients with personalized service, unbiased advice, and bespoke investment solutions.