Matthew Heath, CFP®



Client Advisory


Matt is a Principal in the Boston office.

Prior to joining Cerity Partners, Matt was a Financial Planner with Cabot Wealth Management for 6 years.  In this role, he was responsible for constructing holistic financial plans for HNW individuals, families, and endowments.  As a CERTIFIED FINANCIAL PLANNER, Matt works to uncover his client’s goals and utilizes various tax, asset allocation, and trust & estate strategies to serve clients.  Further, Matt is focused on building relationships within the Charles Schwab Advisor Network, as well as the Fidelity Wealth Advisory Solutions Program.

Matt lives North of Boston with his wife, and two children: 11 & 9.  He enjoys coaching, and watching his kids compete in football, soccer, ice hockey, lacrosse and baseball.  Most recently, he has enjoyed getting his teams involved with the Future Forward Haiti program in partnership with Christ Church Hamilton-Wenham.


  • Bachelor's degree from Connecticut College


  • Series 7 license holder
  • Series 63 license holder
  • Board member for the Acord Food Pantry
  • Active volunteer with Northeast Arc Programs that help children with disabilities
  • Former board member with the Hamilton Wenham Little League
  • Former board member with Agawam Youth Hockey

Connect with Matthew

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