Winston-Salem's Trusted Financial Advisor

Your Money Should Work As Hard
As You Do

I help professionals and families in Winston-Salem build clear, confident financial plans — so you can grow wealth, protect what matters, and retire on your terms.

Start Your Plan (336) 714-9980
Fiduciary Standard
Client-First Approach
Local & Accessible
Professional financial advisor workspace in Winston-Salem

Raymond James

Registered Investment Advisor

What I Offer

Comprehensive Financial Services

From retirement planning to tax-efficient investing, I provide the guidance and strategies you need to move forward with confidence.

Retirement Planning

Build a retirement strategy that matches your timeline, income goals, and lifestyle vision — so you can enjoy the years you've worked for.

Investment Management

Grow and protect your portfolio with a tailored investment strategy built around your risk tolerance, time horizon, and financial goals.

Tax Strategy

Reduce your tax burden with smart planning techniques — from retirement account optimization to tax-efficient withdrawal strategies.

Estate & Legacy Planning

Protect your family's future with thoughtful estate planning, ensuring your assets are distributed according to your wishes.

Risk Management

Safeguard what you've built with comprehensive insurance and risk assessment strategies tailored to your unique situation.

Comprehensive Financial Plans

Get a holistic view of your finances with an integrated plan that brings together every piece — investments, taxes, retirement, and more.

Matt Riggs meeting with a client in Winston-Salem
About Matt Riggs

A Local Advisor Who Actually Listens

Based in the heart of Winston-Salem, I've spent my career helping people like you turn complex financial questions into clear, actionable plans. I'm not interested in selling products — I'm interested in building relationships that last.

At Raymond James, I have access to a deep bench of resources and expertise, but your plan is always personal. Whether you're approaching retirement, managing a windfall, or just starting to think about your financial future, I'm here to make sense of it all — in plain language, without the pressure.

15+

Years of Experience

100%

Fiduciary Commitment

Winston

Salem Based

Raymond

James Network

My Process

Three Steps to Financial Clarity

Working together is straightforward. No jargon, no pressure — just a clear path from where you are to where you want to be.

01

Discovery Call

We start with a conversation — no obligation. I'll learn about your goals, concerns, and current financial picture to see if we're a good fit.

02

Custom Plan

I build a personalized financial strategy that addresses your unique situation — investments, retirement, taxes, and risk management all working together.

03

Ongoing Guidance

Life changes, and your plan should too. I provide continuous monitoring, regular check-ins, and adjustments as your goals evolve over time.

Client Stories

What My Clients Say

"Matt helped me finally understand my retirement options. He took the time to explain everything in a way that made sense, and now I feel confident about my future."

JR

John R.

Winston-Salem, NC

"After my husband passed, I was overwhelmed by financial decisions. Matt guided me with patience and care — he truly puts his clients first."

SB

Sandra B.

Winston-Salem, NC

"I was skeptical about working with a financial advisor, but Matt made the whole process feel natural. He explained everything clearly and never pressured me into anything."

DM

David M.

Winston-Salem, NC

Ready to Take Control of Your Financial Future?

Schedule a complimentary consultation with Matt Riggs and discover how a personalized financial plan can give you the confidence and clarity you deserve.

Schedule Your Free Consultation Call (336) 714-9980
Get in Touch

Let's Start a Conversation

Whether you have questions or are ready to take the next step, I'm here to help. Reach out and we'll find a time that works for you.

Office Address

301 N Main St Ste 2410
Winston-Salem, NC 27101

Office Hours

Monday – Friday: 9:00 AM – 5:00 PM
Saturday – Sunday: By appointment

Send a Message

Fill out the form below and I'll get back to you within one business day.

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