Matt Pirollo, CFP, RICP, ChFC

Financial Advisor, CERTIFIED FINANCIAL PLANNER®

Collaborative planning every step of the way

Our comprehensive planning-based process is designed to help address what is most important to you:


We will allocate the time and attention needed to deliver custom strategies that will help support each aspect of your financial vision, paying strict attention to taxes, fees, and other costs that can affect your portfolio's long-term potential growth.

Investment Management Philosophy

A managed investment process uses the same concepts followed by fiduciaries of retirement plans, foundations and charitable organizations. These methods can help you follow your particular path for investing. What Does it mean to be a Fiduciary?

1. Identify investment goals and priorities. We thoroughly examine your investment needs, including financial requirements, time horizon, liquidity concerns and risk tolerance to guide investment recommendations.

2. Establish an asset allocation strategy.* Based on this analysis, we determine how your portfolio should be invested.

3. Implement investment strategy selection. After establishing an appropriate strategy, I identify investment companies whose philosophies, performance and risk characteristics of their investments are most appropriate to that strategy. Through a rigorous research process, managers and funds are assessed from multiple perspectives in order to fully understand their relative nature and potential fit within your investment portfolio. This is a disciplined analytical approach which creates the flexibility needed to uncover the best investment strategies available for your specific situation.

4. Monitor portfolio. We will track the progress of your account toward your goals. Because market and economic conditions are ever-changing, I may suggest changes to your portfolio as necessary. You will receive a single comprehensive report detailing your portfolio’s activity and overall performance.

*Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns

Download the Principles of asset allocation from the Wells Fargo Investment Institute's Global Investment Strategy team.

The Next Step

Ready to get your plan on the right track? Contact Matt to get started today.
matthew.pirollo@wellsfargo.com

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AL, AZ, CA, CO, FL, GA, IL, MA, MD, MI, MN, OH, OR, PA, TX, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social. © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.