Matthew Quinn, CFA®
Bring Your Wealth to Life
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More Great job!
- Add your tagline
- Add your headshot
- 📍Add Your Business Address
- Add your social media
- Sign up for our 💬 Community
- Add your details
Legacy Consulting Group
Matthew Quinn, CFA®
Plano, Texas
Serving Clients Nationwide
Bring Your Wealth to Life
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Me
As a senior investment advisor at Legacy Consulting Group, Matthew Quinn develops personalized investment plans for our clients based on their investment objectives, risk tolerance, and unique circumstances. Matt also leads Legacy’s trading and investment due diligence efforts.Matt maintains a keen interest in financial markets, economics, and the value of prudent money management. In addition to holding a Bachelor of Arts degree in Economics from The University of Texas at Austin, Matt earned the Chartered Financial Analyst (CFA) designation and is a member of both the CFA Institute and CFA Society of Dallas/Fort Worth.
While away from work, you may find Matt crafting cocktails, tending to his garden, walking the nature trails near his home in Allen, or playing pickleball with neighborhood friends. Matt also enjoys time out on the soccer field, playing on various indoor and outdoor recreational teams.
Matt and his wife Maya have been married for over 25 years and have been blessed with three beautiful girls. The Quinn’s have gone on many family adventures and continue to broaden their horizons through travel.
Professional Designations
- Chartered Financial Analyst (CFA)
Affiliations
- CFA Institute
Primary Location
5340 Legacy Dr, Ste 165, Plano, TX 75024
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Commissions
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a complimentary 1 hour session. I'll listen to your questions and concerns, and we'll explore your current life transitions. We'll learn about your family and previous financial planning experiences, and share how our services can help you live an inspired life. I look forward to speaking with you.Offers Investment Management
Yes
About our Firm
Legacy Consulting Group is a wealth management firm located in Plano, Texas. Founded in 1997 by Roger Shake and Steven Wachs, our firm encompasses decades of experience, education, and industry-recognized professional designations.Our customized financial plans are designed to open the door for our clients to enjoy the benefits of their wealth and success. We believe that choosing a financial advisor to create your legacy is one of the most meaningful decisions you can make, which is why our commitment spans generations of family advising.
LIFE REIMAGINED
Financial Life Planning is one of the most important services that successful people use to create an extraordinary life. By broadening the conversation from asset management to life management, we can help you develop a plan to use your money to make a life rather than using your life to make money.
✅ GET TO KNOW YOU: It starts with a conversation. We take the time to understand your hopes, dreams, and concerns.
✅ BUILD YOUR STORY: Each and every life experience is different. We’re here for you every step of the way.
✅ CUSTOMIZED STRATEGY: Together, we will build a unique plan to put you on the path to financial independence.
✅ ACCOUNTABILITY COACH: Change is the essence of life. We’re here to support you at every turn.
Education
The University of Texas at Austin, BA, Economics
Hobbies and Interests
- Family
- Gardening
- Pickleball
- Soccer
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Couples
- Divorce
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Widow
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for providing access to the benefits described here (including being featured on this profile page), subject to these terms. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
We Want Your Voice to be Heard
Wealthtender exists to help people discover the most trusted and authentic financial advisors and educators in the finance community.
Your honest reviews help people decide which financial professionals, personal finance blogs and podcasts may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Help ensure your review is useful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Be objective. Try to highlight both positives and negatives in your review, even if your experience skews heavily in one direction.
Make your review easy to read. Reviews should be readable for others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harrassing content. Avoid personal threats, hate speech, obscentities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identity another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are useful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the review in question and reason you believe it violates our guidelines.
Disclaimers
Wealthtender reserves the right to remove a review at any time for any reason. It is at our sole discretion and no one else’s, that we decide when a review is against our guidelines.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. We do not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2023 Wealthtender, Inc.
Leave a Reply