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Matthew Pirollo, CPWA, CFP, RICP

Senior Financial Advisor, Associate Vice President - Investment Officer

Dynamic Wealth Planning

Clear. Collaborative. Confident.
Helping individuals, families, and business owners cut through the noise of today's complex financial world - organize and execute their wealth plan - and boldly journey on.

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Services

Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We’ll look at your whole picture. Together, we’ll prioritize your goals for the future and map out a financial course to help you achieve them.

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Advisory Services

Our Advisory Services can help you save time managing investments. Find out how we can offer financial guidance and help you keep up with the markets. Our programs allow flexibility in how much your professional portfolio manager does for you or with you.

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Estate Planning Strategies

Everyone could use an estate plan. It’s not about what you own – but putting you in control. Here’s some helpful information to think about and get started.

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Business Services

Your company is one of your most important assets. It’s the product of your hard work. I can offer your business a variety of customized products and services, from employee benefit plans to insurance and help with succession planning.

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401(k) Distribution Options

If you’re changing jobs or retiring, you generally have four options for your qualified employer–sponsored retirement plan (QRP) assets. Find out more about your choices for those assets.

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Insurance

Insurance can play a key role in helping preserve your assets and achieve your financial goals. Plan to help protect all aspects of your financial life: family, business, retirement, and legacy.

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2026 Midyear Outlook: Keeping discipline in noisy markets

Wells Fargo Investment Institute looks at how artificial intelligence (AI) competition, infrastructure demand, and global uncertainty may be creating long-term investment opportunities — and why disciplined investing may help cut through short-term market noise.

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