Matt McColl
As a core member of the Tax, Trust, and Estate team, Matt McColl, CWS®, works closely with financial consultants to bring a broad range of advanced estate planning expertise to clients. He discusses clients' current wealth management situation, assists them in identifying estate planning goals, and provides them with ideas and suggestions to help achieve those goals. Matt offers consultations and analysis on topics such as trust and estate planning, risk management and insurance, transfer tax, and postmortem considerations. In addition, he consults on topics such as charitable gift planning, business formation and succession, and asset protection. It's a modern approach to wealth management—so clients can take ownership of their financial future.
Education
LLM (Master of Laws) in taxation, Boston University School of Law; J.D., Western New England University School of Law; B.A., University of HartfordMore from Matt McColl
The Tax, Trust, and Estate Group specialists are employees of Schwab Wealth Advisory, Inc. and provide educational services for tax, trust and estate planning to clients of Schwab or Schwab Wealth Advisory. This group does not provide advisory services, tax or legal advice, prepare legal documents, or provide investment management or portfolio allocations. Specialists partner with the client's primary relationship manager to provide a holistic planning experience.
Schwab Wealth Advisory™ ("SWA") is a non-discretionary investment advisory program sponsored by Charles Schwab & Co., Inc. ("Schwab"). Schwab Wealth Advisory, Inc. ("SWAI") is a Registered Investment Adviser and provides portfolio management for the SWA program. The Wealth Advisor, Associate Wealth Advisor, and other representatives making investment recommendations in your Schwab Wealth Advisory accounts are employees of Schwab Wealth Advisory, Inc. Schwab and SWAI are affiliates and are subsidiaries of The Charles Schwab Corporation.