Matthew J. Capone | CPFA

Written By Owen Hoppe
 

Contact Information
401-463-1333
mcapone@financialguide.com

207 Quaker Lane, Suite 203
West Warwick, RI 02893

Matt has been a licensed financial advisor in the Financial Services industry since 1981, with extensive experience in both retail and institutional markets. Over the years he has worked with some of the largest financial service firms in the industry including Merrill Lynch, Smith Barney, New York Life and MassMutual serving in multiple positions and capacities. Over the last 8 years he served as Managing Partner for his own firm, Mosaic Wealthcare Group, LLC and at the end of 2021 merged it into Commonwealth Financial Group to establish an intergenerational planning team.

By joining Commonwealth Financial Group, it has allowed Matt to enhance his practice by giving him access to an extensive team of financial professionals. He is able to consult with a case design team, business planning specialists, an estate planning attorney, CPA’s and employee benefit specialists. This team-based approach results in a comprehensive strategy that is tailored to each individual and institutional client.Matt’s unique combination of intellect, experience and insatiable hunger for learning serve as a cornerstone of wisdom and perspective for his clients. His client-centric philosophy, strong ethics, and attention to detail provide critical leadership to the team.

A graduate of Harvard University with a degree in Economics, Matt has continually over the years completed numerous programs and courses to enhance his knowledge and expertise in all aspects of the financial service industry. This includes the Certified Plan Fiduciary Advisor (CPFA) certification which qualifies him as a fiduciary in the retirement planning field. Matt lives in Riverside, RI with his wife Evelyn and spends most of his personal time cooking, listening to music and spending time with his four grandchildren.

Business Planning

  • Business Protection

  • Succession Planning

  • Executive Compensation

  • Employee Benefits

  • Retirement Plans

  • Financial Wellness Implementation

Personal Planning

  • Risk Management

  • Retirement Planning

  • Estate Planning

  • Education Funding

  • Wealth Management

  • Legacy Planning

 
 

Questions? Let’s Chat.

Feel free to reach out with any questions about our services or if you just want to send a personal note.

 
 
 
Owen Hoppe
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