Why TATRA Wealth? |
The name “TATRA” (taa-truh) comes from the Tatra mountains that border Slovakia where Matthew’s family emigrated from. Matthew has always been motivated to impact the lives of others, just as his ancestors did, which led him to found TATRA Wealth. We serve a diverse set of individuals. Typically, our clients are busy raising a family, pursuing demanding careers, running a business or preparing for retirement while trying to manage their increasingly complex finances. Our process, based on fee-only financial planning advice and investment management services, provides clients the peace of mind to focus on other areas of life most important to them. |
Services We Provide
Focused on unbiased advice, not products. Having assets to manage is not a requirement for working with us.
Meet Matthew Stack, CFP®, MBA
Matthew founded TATRA Wealth on the principle that the amount of investable assets should not determine one’s ability to benefit from sound financial advice.
Matthew’s passion lies at the intersection of financial planning and personal development, both of which are core elements of TATRA Wealth’s approach. Helping clients shape their unfolding stories — where they came from, how they got here, and where they hope to go—is what drove Matthew to become a financial planner.
Matthew draws on his 15+ years of experience in financial services to help clients uncover and implement impactful ideas that help enable clients to live their best life possible.