Matthew Havens, Partner, Wealth Advisor, CFP®

Background and Expertise  Matt provides comprehensive wealth advisory services to a broad range of clients. Under Matt’s leadership, Global Vision Advisors serves as a thought leader in helping investors think critically about the world we live in and solutions that can help clients achieve their goals. Over his career Matt has cultivated a deep pool of independent resources to help the clients of Global Vision Advisors look beyond the biased views of the major investment firms for insights and solutions. In working with clients to achieve their goals, and striving to achieve his own, Matt has built upon his passion for understanding the most effective tools and approaches for helping people accumulate and protect wealth. This focus helps Matt emphasize the value of thinking broadly about paths to wealth accumulation including building businesses, investing in real estate, creating other sources of income as well as using traditional investment approaches. It has also led him to appreciate the value of goal setting and personal development. Matt previously spent eight years as an advisor with A.G. Edwards & Sons in Wellesley and Hingham, MA, where he managed over $50 million in assets for clients. Matt was also an advisor with American Express Financial Advisors in Boston for five years. Matt is a Certified Financial Planner and a member of the Financial Planning Association. He holds a degree in Political Science from Whitman College in Walla Walla, WA. In keeping with GVA’s “Where Wealth Meets Wellbeing” philosophy, Matt believes we achieve the most in life by always striving to learn more, being a contribution to society and our communities, and practicing gratitude.

Personal:  Matt and his wife Stacy have two son’s Spencer and Zachary who have grown up in Hingham, MA and Little Compton Rhode Island. Matt has been very involved in his community serving on the Foundation Board of South Shore Hospital for nine years, volunteering for the Town of Hingham and for the Hingham Congregational Church and coaching youth Lacrosse in Hingham. He currently is on the Board of Directors for Sakonnet Golf Club.

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