Matthew Tarullo

Matthew comes to our team as a former client who has a passion for helping clients pursue all their financial goals. Formerly a professional athlete, he works with other athletes, Baby Boomers and educators to help them navigate to their financial goals and remain highly motivated toward success.

Matthew is a seasoned financial advisor specializing in succession planning for retiring financial planners. With his unique 6-step process, he ensures a tax-efficient and seamless transition, allowing advisors to exit on their own terms while leaving a lasting legacy for their clients. His team also excels in organizing the financial affairs of business owners, leveraging their extensive network of professionals in tax planning, real estate, legal services, Medicare, social security, and property and casualty insurance. His approach combines knowledge, experience, and honesty, making the journey to financial stability straightforward and timely.

Matthew's belief in treating a client with respect and understanding, while providing a disciplined approach to investing as his mainstay, and we are happy to have him as a valuable member of our holistic planning team. Matthew, his wife Christine, along with their two kids are proud have been part of the Capital District for their entire lives.

Connect with Matthew to start your financial journey today.