M A T T H E W J. C R O I S S A N T, J. D.
Matthew Croissant is Senior Financial Consultant and Director of Financial Modeling and Reporting at Integrated. Matt works closely with a select group of affluent families, professionals, entrepreneurs, and retirees to ensure that their wealth endures; weighing clients’ risk tolerance, time horizon, and cash-flow needs. Matt’s financial modeling process includes rigorous stress-testing to maximize the probability of achieving the desired outcome.
“In-depth financial analysis and modeling are foundational elements in the development of an effective investment policy. Holistic financial reporting and manager review are key to keeping the plan on track. I take special pride in our robust reporting platform that provides clients not only a view of their entire current financial universe but also a ‘compass and map’ to help them reach their desired destinations. To me, that’s Integrated!”
Matt is a member of Integrated’s founding team. He has more than 20 years of experience as a financial consultant, first with Merrill Lynch in Auburn Hills, and then with Wells Fargo Advisors and its predecessor firms in Birmingham.
Matt and his wife, Suzanne, are active in supporting ChildFund International, Military Order of the Purple Heart, Kensington Church and its global partners, and The Salvation Army. They reside in Oakland Township with their three children, Madeleine, Claire, and Josephine.
Email: firstname.lastname@example.org • Phone: 248-385-2059