Matthew Valentine

Wealth Advisor

Matt is an individual who has always enjoyed helping others and has been in the Financial Industry since 2011. He began his career at MassMutual as a Career Agent where he fell in love with being a Team member for his Business Clients. It wasn’t until the unexpected passing of his beloved wife Heather in 2015 that he gained firsthand knowledge of the importance of having a financial plan in place.

Matt loves being a Wealth Advisor, because of all the flexibility to help clients better understand their options and strategies when it comes to tools such as; 401k plans, Simple plans, SEP plans, IRA’s, Alternative Investments,  Disability, Long Term Care and Life Insurance to name a few.

Matt is a Native Idahoan who grew up in the swimming pool. These days you will find him close to any water activity, on the beach, behind the boat or below the water’s surface. In addition to Wake Surfing, Skiing and Scuba Diving he likes to Golf. He and his wife Annie, reside in Meridian Idaho where they are raising three teenage girls, whom are the last of their 7 children.

Additional Info:

Fantasy Job: Scuba Dive Master
Secret Talent: Can say and sing the Alphabet backwards.
Favorite Vacation: Hiking and Diving in Italy
Favorite Book: Rich Dad, Poor Dad
Favorite Movie: Tombstone, Braveheart
Best Financial Advice Ever Received:
Pay yourself first
Describe Your Personality In One Sentence:
Gentle Giant
Place You’d Most Like To Visit: Great Barrier Reef
Item On Your Bucket List: Time on a live-aboard dive boat
Biggest Accomplishment:
My Kids and Bonus Kids
Favorite Quote:
"Eighty percent of success is showing up" - Woody Allen
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Legacy Wealth Management, LLC is a registered investment advisor with the Securities and Exchange Commission. The firm transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators, nor does it indicate that an advisor has attained a particular level of skill or ability. No investment strategy can guarantee positive returns. All investment strategies have the potential for profit or loss. The Information contained in Legacy Wealth Management’s marketing materials should neither be construed as a provision of personalized investment advice nor as a guarantee that a certain level of results will be achieved. Under no circumstances should the information be construed as an offer to sell or solicitation of an offer to buy a particular service or product. To the full extent permitted under applicable law, Legacy Wealth Management expressly disclaims all warranties of any kind, whether expressed or implied, including but not limited to: implied warranties of merchantability, accuracy, fitness for a particular purpose and non‐infringement.
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