Matthew R. Hill  

A legal mind with a strategist’s eye
Trained as an attorney and MBA, Matthew brings court‑room precision and board‑room perspective to every wealth decision you face. His advanced designations in retirement income, wealth management, and fiduciary practice add a technical depth matched by few in the profession.

A process that begins with your story
Matthew’s proprietary Smooth SAILing™ Framework — Story · Assets · Interests · Legacy — translates vision into action. Tax‑efficient structuring, risk management, and intelligent wealth transfer are integrated from day one, so lifestyle and legacy thrive together.

Guidance trusted by multigenerational families
For more than a decade Matthew has helped affluent families and executives clarify complex choices: reallocating concentrated stock, designing corporate retirement plans and individual philanthropic trusts, optimizing tax allocations, and steering retirement portfolios through volatile markets. His clients value discreet access, clear recommendations, and proactive collaboration with their CPA and estate counsel.

Values that anchor every engagement
Discretion  •  Transparency  •  Integrity — principles lived out whether negotiating with an investment committee or driving nine hours during a pandemic to deliver documents to a house‑bound client.

A life beyond the balance sheet
An Eagle Scout and licensed pilot, Matthew recharges by hiking, kayaking, and exploring Savannah, Manhattan, and the Gulf Coast with his wife, Candace—reminders that both adventure and careful preparation can coexist.

Your goals. Your legacy. Guided with precision and personal commitment.