Matt Lasker

Matt Lasker is a Partner and Senior Financial Advisor at Wingate Wealth Advisors, Inc. based in Wakefield, MA. In his role, he leads client relationships and provides comprehensive wealth management and financial planning services, with a focus on delivering tailored investment guidance aligned with each client's individual goals and circumstances.

His expertise covers all aspects of client financial and investment planning, including retirement planning, tax-efficient investing, and risk management. Matt works primarily with individuals and families, advising on diversified asset allocation and overseeing portfolios that span equities, fixed income, and alternative investments with a focus on long-term wealth preservation.

With over 21 years of experience in the financial advisory sector, Matt holds the CFP® (Certified Financial Planner) and CMFC™ (Chartered Mutual Fund Counselor) designations, underscoring his depth of knowledge and professional commitment. His contributions are recognized through Wingate Wealth Advisors’ repeated inclusion in the CNBC Financial Advisor 100, reflecting his high standard of client service and leadership within the investment management industry.