Matthew Schanz

Matthew Schanz is a Senior Wealth Advisor at Prosperity. He brings over 15 years of combined experience in investment management and tax compliance, providing personalized financial solutions to business owners, entrepreneurs, retirees, executives, and high-net-worth families. 

Matthew's expertise includes preparing comprehensive financial plans and developing and implementing investment and savings strategies. He's also experienced in business owner transaction planning and support. Partnering closely with his clients, Matthew helps them achieve financial stability and peace of mind through informed decision-making and innovative strategies. 

 Before joining Prosperity, Matthew was a Financial Advisor at HPG Wealthcare Advisors, LLC, a leading North Carolina-based wealth management firm. 

Credentials & Education

• CERTIFIED FINANCIAL PLANNER ™ (CFP®)
• Certified Public Accountant (CPA)
• FINRA Series 65, 63, 7
• Insurance: Life, Accident and Health, Variable Life & Annuity, Medicare Supplement, Long-Term Care 

• Appalachian State University: MS, Accounting (Federal Taxation concentration)

• University of North Carolina, Wilmington: BS, Business Administration (Accounting & Finance concentration) 

Affiliations

• Ducks Unlimited