Matthew Fortney is a Wealth Advisor who advocates for the clients he serves. Affiliated with Northstar Wealth Partners, he currently operates his advisory practice out of the firm’s Shelton, Connecticut office. There he is housed with his business partner, Leonel Calderon. Matthew founded his practice over fifteen years ago with the goal of evolving the advisory paradigm into one that listens, learns and uncovers a plan of actions for clients. His affiliation with Northstar Wealth Partners, powered by LPL Financial further enhances the top-shelf resources and spectrum of strategies his clients enjoy. Northstar is one of the largest offices aligned with LPL Financial in the New England region, based on overall production. LPL itself is recognized as largest independent broker dealer in the United States.*Northstar Wealth Partners was recognized by the Hartford Business Journal and MetroHartford Alliance as a Business Champions Award Winner in the category of revenue growth. Business Champions recognizes the Hartford Region’s fastest growing private companies that have experienced phenomenal revenue, job growth, workforce development and sustainability.**

Matthew’s pragmatic approach to financial advisement allows him to work in concert with clients who are often overwhelmed by the possibilities of their financial future. His ability to prioritize wants and needs based on his experience with the wide variety of clients sets him apart from others in the industry. A majority of new clients find Matthew by referral from one of the many clients he currently serves. By applying risk tolerance, time horizons and ongoing income requirements Matthew is able to serve an extremely diverse clientele with proven efficiency and impact. Prior to joining Northstar Wealth Partners, Matthew was a Financial Planner and Investment Advisor Representative with Barnum Financial Group, a MetLife office.

In 2014 Fortney was recognized as a Connecticut 5 Star Wealth Manager, a meaningful industry honor***. Matthew holds his Series 6, 7, 63 with LPL Financial. His Series 65 is held with Northstar Wealth Partners. He earned his Masters of Business Administration (MBA) from University of Connecticut and his Bachelor’s degree in Business from Sacred Heart University. Matthew gives back to his community as a Board Member for multiple non-profits including the Naugatuck YMCA, Naugatuck Education Foundation, VNA of South Central Connecticut and the Sacred Heart University Alumni Association. He and his wife reside in Naugatuck, Connecticut with their three children.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Northstar Wealth Partners, a Registered Investment Advisor and a separate entity from LPL Financial.
*As reported by Financial Planning magazine, June 1996-2015, based on total revenue
**The 2013 Business Champions Awards recognized privately held companies that have demonstrated best practices and significant achievements in one or more of the following: revenue growth, innovation, workforce development, sustainable practices and best new launch or start-up. Award Criteria: Must be a privately-held company or standalone division of a privately-held company in the state of Connecticut. Must have been in business for three full fiscal years, and must be a for-profit company or organization.
***Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014 Five Star Wealth Managers.

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