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MEMBER PROFILE

 

Matt Losanno

Cinder Wealth Advisors

 

Member profile details

Membership level
Atlanta Individual
First name
Matt
Last name
Losanno
Title
Wealth Manager
Company
Cinder Wealth Advisors
 

XPX ROLE

Leadership Role
Board Member, Events Committee Co-Chair
 

CONTACT INFORMATION

City
Cumming
State
Georgia
 

PROFILE INFORMATION

Call me when
When you have a business owner that is quickly approaching (or way past) the lifetime gift exemptions. My firm excels at minimize estate taxes and maximizing the transfer to future generations.
Why I/we support XPX
I'm looking to learn from experts in our industry and understand how all of the advisors come together to create an excellent exit for our clients.
Profession
  • Insurance
  • Wealth Manager
Functional Expertise
  • Charitable giving
  • Employee engagement/ retention
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Investments
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
  • Trusts
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Software/Internet
In Business Since
2019
How to contact
matt@cinderwealth.com
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