SEATTLE, Wash., Sept. 21, 2026 – Matthew (“Matt”) Marsh, CFP®, CIMA, joins Beacon Pointe Advisors as a Partner and Senior Wealth Advisor, bringing extensive experience serving ultra-high-net-worth individuals and families, business owners, entrepreneurs, and nonprofit organizations. His expertise across investment management, comprehensive wealth planning, credit, and wealth transfer strategies will strengthen Beacon Pointe’s presence in the Seattle and Denver areas and enhance the delivery of the firm’s allWEALTH® approach to clients with complex and interconnected financial needs.
Partner and Managing Director, Grant Hartvigson, CFP®, CLU®, expands, “Matt is not only an accomplished advisor, but someone who genuinely cares about the individuals and families he serves. His collaborative approach and depth of experience will be a tremendous addition to our team, further strengthening the personalized, comprehensive guidance we provide to clients. We are looking forward to having him on board.”
Matt’s career spans senior advisory roles at Summit Trail Advisors, BMO Private Bank, BNP Paribas, Dynasty Financial Partners, and Morgan Stanley, where he advised both individual and institutional investors across a broad range of wealth management matters. He received a Bachelor of Business Administration degree in Finance from Loyola Marymount University and a Master of Business Administration degree from Emory University’s Goizueta Business School. Matt holds the CERTIFIED FINANCIAL PLANNER® certification and the Certified Investment Management Analyst® (CIMA®) certification.
“What stood out to me about Beacon Pointe was its people, collaborative culture and genuine commitment to putting clients first,” explains Matt. “Throughout my career, I’ve had the privilege of working with ultra-high-net-worth individuals, families and institutional clients, helping them navigate complex financial decisions and build lasting legacies. I’m excited to join a team that shares my relationship-driven approach with a cutting-edge platform to deliver sophisticated, personalized solutions that support clients through every stage of their financial lives.”
Financial terms of the deal were not disclosed. Matt and members of the Beacon Pointe Seattle team are available for interviews upon request.
About Beacon Pointe Advisors:
Beacon Pointe Advisors is one of the nation’s largest registered investment advisers (RIAs), with offices and clients across the country. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers, evaluate fund performance, and develop strategic, holistic wealth plans through our proprietary allWEALTH® approach. For more information on Beacon Pointe Advisors, please visit www.BeaconPointe.com.
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Media Contact:
Sydney Alacano
(949) 721-1792