Matthew Tremaine CFP, CMFC, CLTC, CRPC

11/02/2026

Some people hang artwork on their refrigerator. Allison is hanging a Series 7 pass notice. 🎉

Countless hours of studying, determination, and hard work paid off this weekend. So proud of this accomplishment and excited for what comes next!

10/30/2026

U.S. equities were down today. What are the key points to consider? Read this market commentary from .

10/29/2026

The conference is officially underway in Dallas! ✈️🌟

Jennifer, A.J., and I are representing our team at the Ameriprise Super Regional Conference, connecting with fellow professionals, sharing ideas, and gaining insights to better serve our clients. Looking forward to bringing back new perspectives and inspiration for the year ahead.

10/28/2026

What are you working toward? The key to achieving your financial goals is to keep moving toward them. Let’s connect and review your progress.

10/26/2026

🎉 Congratulations to A.J. on passing the Series 7 exam!

This important milestone reflects his dedication, hard work, and commitment to serving clients with excellence. We're thrilled to have A.J. as part of our team and look forward to watching him continue to grow in his career.

Please join us in congratulating him on this achievement! 👏

10/26/2026

We're heading to the Greater Pittsburgh Community Food Bank for our National Day of Service on Friday, November 6th, and there are still a few spots available for anyone interested in joining us.

Don't miss your chance to make a difference alongside our team. Once registration closes at 12:00 PM on October 26, sign-ups will no longer be accepted.

✅ Volunteer ✅ Give back ✅ Make an impact

Register now: https://bit.ly/4z1y3LX

Oh no! The sign up deadline was and we're no longer to accept online registration. If you believe this is in error, please contact [email protected]

10/23/2026

Nothing says fall quite like a trip to the family farm. 🍂🎃

For Barb and her family, pumpkin season means heading back to the farm where generations of memories have been made. This year, Luca and Arlo helped load up the car with the perfect pumpkins, creating another tradition-filled day they'll remember for years to come.

What's your family's favorite fall tradition? 🍁

10/21/2026

Changing jobs? Together, we can evaluate your 401(k) options and determine what's best for your long-term plans

10/19/2026

As the seasons begin to shift, it's a great reminder to spend time outdoors before cooler days settle in. Megan and her husband enjoyed a hike along the Rachel Carson Trail earlier this season, taking in the fresh air and scenic surroundings. 🌿

10/16/2026

Bringing your future into focus also means enjoying the journey along the way.

For Jen, that often includes spending time with Ella. Whether she's grazing in the field or relaxing in her stall, Ella is a reminder to slow down, stay grounded, and appreciate the moments that matter most.