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David Matias, MS, CPA - Robertson Stephens Wealth Management, LLC
Financial Planner in Lincoln MA
∞ 0 recommendations recommend -
Address
Lincoln, MA
01773 -
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Map/Directions
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About
David Matias is a Managing Director at Robertson Stephens in the Boston office. With the Boston team, he advises on a range of financial and life needs, including portfolio management, legacy creation, and social impact investing. David especially enjoys working with families looking to plan multi-generational wealth preservation and transfer while developing custom or novel investment strategies.
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Hours of Operation
Mon - Fri 9:00AM - 5:00PM
Sat - Sun Closed
Holidays Closed