Matthew H Foster, JD, CFP®

Senior Wealth Advisor

New York, NY | Greenwich, CT
FOCUS AREA

Investment Strategies 

Multi-Generational Planning 

Estate Planning 

CLIENT SPECIALTY

Executives 

Business Owners 

Family Enterprise 

COMMUNITY

Estate Planning Council of Westchester (Member)

Matthew (Matt) Foster is a Senior Wealth Advisor at The Colony Group, where he focuses primarily on serving multigenerational families with complex estate, wealth, and investment management needs. Matt specializes in understanding client goals and leveraging and implementing Colony’s comprehensive solutions to meet client needs. Matt is also Co-chair of our Diversity, Equity, and Inclusion Council.

Prior to joining Colony, Matt was a Senior Client Relationship Manager at a prestigious multi-family office, where he managed the coordinated delivery of wealth management services to clients. Matt is a former Vice President, Client Advisor at Bessemer Trust Company where he spent six years focusing on financial, estate and philanthropic planning.

Earlier in his career, Matt served as an in-house attorney at Perry Ellis International and Editorial Assistant at The Boston Globe.

Matt received his BA from Northeastern University, JD / MBA from the University of Miami and is admitted to practice law in the states of California and Florida. He is a member of the Estate Planning Council of Westchester and is also a Certified Financial Planner™.

Published Insights

In The News
From Donor-Advised Funds To QCDs, How Taxpayers Can Maximize Charitable Gifts
November 22, 2023

How can taxpayers maximize their charitable gifts? The Colony Group's Matt Foster, Senior Wealth Advisor offers a few tips in this recent Forbes article.

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In The News
26 Tips on Expiring Tax Cuts and Jobs Act Provisions to Review Before 2026
November 20, 2023

What are some tips to review before the Tax Cuts and Jobs Act expires? Hear from The Colony Group's Matthew Foster, Senior Wealth Advisor in this Financial Planning article.

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Your Wealth
Considering Home Owner’s Insurance
November 9, 2023

While no single person can predict the weather with certainty, all individuals can do what is necessary to protect themselves from the risks of extreme weather – from wearing...

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Everything You Always Wanted to Know About
Everything You Always Wanted to Know About: Types of Mortgages
October 1, 2023

In Part I of  TCG’s “Mortages” episodes, The Colony Group’s Matthew H. Foster, JD, CFP, Senior Wealth Advisor discussed types of mortgages to consider. Want to learn more about...

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In The News
Colony Group Names Eight New Principals And Promotes Three
May 3, 2023

Financial Advisor Magazine covered The Colony Group's latest promotions and the future of their common vision. Read the full story here. 

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Topical Viewpoints
When to Start Considering High-Interest-Rate Estate Planning Strategies
January 27, 2023

In a time of rising interest rates, certain irrevocable trusts can be helpful strategies to consider when crafting your estate plan.   A Primer on Interest Rates  Each month, the...

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