In his role at Pine Harbor Advisors, Matt Welch supports businesses and their employees by providing educational resources and guidance to help them make informed decisions about retirement planning. He focuses on creating an approachable environment where clients feel comfortable asking questions and supported in understanding their options. Matt values building strong, long-term relationships and takes pride in helping clients navigate processes with clarity and ease.
Before joining Pine Harbor Advisors, Matt supported clients at LIV Wealth Advisors in Portland, Maine. In that role, he assisted with reviewing insurance policies, organizing Required Minimum Distribution processes, and managing account updates and new arrangements. His background also includes experience across sales and client service roles, giving him a well-rounded perspective on supporting both individuals and organizations.
Matt earned his bachelor’s degree in Marketing and Entrepreneurial Studies from Babson College. What he enjoys most about his work is connecting with people and responding to their needs with timeliness and care. For Matt, each client interaction is an opportunity to make a positive difference and strengthen trust over time.
Registered Administrative Assistant of Cetera Advisors LLC, member FINRA/SIPC.