Financial Poise

About Matthew Chancey

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Matthew Chancey is a Certified Financial Planner® and the author of Tax Alpha Solutions: Effective Tax Management Strategies For High-Net-Worth Investors. He is a highly-sought tax, private equity and venture capital professional brought in to solve complicated tax cases for high-net-worth and ultra-high -net-worth individuals. He is regularly asked to speak at events and is invited to present at educational workshops.


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Financial Poise Contributions

  • Big Financial Mistakes Wealthy Americans Are Making Article published on May 7, 2025