Joseph Mathews
Wealth Management
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Joe Mathews is a Wealth Manager at GC Wealth, based in Cambridge, MA providing comprehensive planning to GC Wealth clients across the full scope of their financial picture and all stages of wealth creation. He finds high-consequence planning opportunities with the goal of maximizing clients’ lifetime wealth potential. Joe passionately believes in setting up consolidated, organized financial pictures to power the team’s concierge approach to ensuring clients maintain a transparent understanding of their journey.
Joe takes a proactive, disciplined approach to implementing specific plans to create “day to day leverage” for clients, allowing them more time to focus on their life priorities.
Joe has worked in Wealth Management since 2011, and joined GC Wealth from First Republic, bringing with him an extraordinary client service heritage married with a scalable, modern platform for emerging wealth clients.
Joe is a significant contributor to GC Wealth’s industry leading adoption of wealth technology and believes there is no better place to innovate in our industry than from inside GC. He routinely works with tech founders building innovative capabilities to transform our industry.
In his free time, Joe enjoys traveling to New England with his family, skiing, golfing, and mountain biking.
Joe graduated from The University of Vermont and is a Certified Financial Planner™.