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Matthew Boltz, Financial Advisor serving the Sparks, MD area - Ameriprise Advisors

Matthew Boltz

Financial Advisor

Blue Pearl Wealth Management
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 5 reviews
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Education

  • BS in Business Administration with a major in Finance from Shippensburg University of Pennsylvania

Community participation

Boys Soccer coach for HFC United Soccer Club 2013-present

Boys basketball coach for Norrisville Rec 2012-2014

Boys basketball coach for Parkville Rec 2011-2012

Boys LAX coach for jarrettsville Rec 2013-present

Boys clinic LAX coach for Parkville Rec 2012

Member of Board of directors for St. Ursula Soccer 2010-2013.

Boys soccer coach for St. Ursula Soccer 2008-2013

Interests

  • I am a husband and father of 2 fantastic boys Trent 17 and Logan 9
  • Outside of work my passion is coaching youth sports. I am currently a coach or an involved parent with the following programs: Jarrettsville Lacrosse, Kopper's Lacrosse, HFC United Soccer and Bel Air Travel Basketball.
  • My wife, myself, and my boys also enjoy, hiking, camping, running, gardening and playing with our four legged family member - TommyBoy.

My photos

2 albums
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Matthew Boltz may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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