Matthew Lafferty is an Assistant Financial Advisor with Wescott, working in close collaboration with Wescott’s Principal and Senior Financial Advisors to onboard, maintain and deliver comprehensive wealth management and financial planning services to clients. His responsibilities include the preparation and ongoing management of client financial plans, annual financial updates, and investment portfolio reviews, recommendations and implementation.
Prior to joining Wescott, Matt worked for Vanguard as an Ultra-High-Net-Worth Investment Consultant, and most recently, a Wealth Management Associate. During his tenure, he collaborated with senior financial advisors to provide high-net-worth and ultra-high-net-worth clients with seamless onboarding and ongoing account management, comprehensive wealth planning, and tailored portfolio updates. Navigating complex wealth dynamics and requests, Matt helped build strong, trust-based relationships, clear communication channels, and personalized solutions to help clients reach their goals.
He earned his bachelor’s degree in finance & accounting from Ursinus College. Outside of the office, Matt enjoys attending Philadelphia sporting events, spending time with friends and family, traveling, and playing golf as much as possible. He has also helped coach youth travel baseball for players ranging from little league to high school levels.
Matt resides in Philadelphia, Pennsylvania.
