Matthew Antonellis

CFP®, APMA®

Private Wealth Advisor & Managing Director

Early in his career, Matt developed an appreciation for the role financial literacy plays in shaping long-term success. He recognized a consistent gap between what individuals earn and how confidently they navigate the financial decisions that follow, an insight that ultimately led him to financial advising and continues to inform his work today.

A graduate of Bates College with a Bachelor of Arts in Economics, Matt holds the CFP® and APMA® designations, reflecting his commitment to delivering thoughtful, well-informed guidance.

As Managing Director of City Square Wealth Management, Matt partners with successful professionals and business owners whose financial lives have grown increasingly complex alongside their careers. His approach is centered on building trusted relationships and developing a clear understanding of what matters most to each client before any recommendations are made. From there, he creates integrated strategies that bring clarity to key areas such as cash flow, investments, tax planning, and long-term goals. Matt is particularly skilled at helping clients navigate moments of transition, including variable income, equity compensation, and career changes, with a steady and practical perspective.

At work, Matt is all about strategy, but at home, he’s happy to let his two young children set the pace. Since his kids don’t share his professional interest in "risk management," Matt stays busy keeping up with their high-energy schedules with his wife, Megan, and enjoys the occasional unpredictability of family life. An avid golfer who loves the edge of competitive sports, Matt also enjoys travel that strikes a perfect balance between a structured itinerary and a bit of spontaneity. While he jokes that free time is a thing of the past, he still manages to sneak in the occasional round of golf or a Patriots home game.