With three decades of distinguished experience in the financial industry, Matt Goldstein is the Chief Investment Officer at Exit Wealth®, delivering innovative strategies. Matt settled in Atlanta after college where his talent set him apart, earning him a spot as one of the youngest honorees on the Atlanta Business Chronicle's "Who's Who in Banking and Finance" list. His career is marked by leadership roles at multiple Fortune 500 companies, where he thrived in navigating complex financial markets.
Investment Philosophy
Matt's investment philosophy is a cornerstone of his success: a quantitative, data-driven approach that fuses evidence-based strategies with meticulous risk management. This disciplined methodology offers our Members proprietary, unique portfolios that are designed for positive, consistent returns. For those who value clarity and confidence in the management of their wealth, Matt's innovative work delivers.
Beyond the Office
When not pouring through data, Matt's likely outside training. He's conquered multiple Ironman triathlons and earned repeated qualifications for the Boston Marathon. Matt recently embraced ultramarathons, including completing the Leadville 100 trail run three times. These feats mirror the resilience and focus he brings to his role of CIO at Exit Wealth®.
A devoted husband and father, Matt celebrates his daughters' successes: one is carving her path as a business major, while the other thrives in Manhattan's investment banking scene after graduating from Emory University with honors.
Our Locations
Start enjoying the value of your success with a strategy designed around your goals. We help you preserve wealth, reduce uncertainty, and move forward with clarity. Let Exit Wealth guide you with exclusive support tailored to your legacy.
3060 Peachtree Rd NW
Suite R-24
Atlanta, GA 30305
Monday - Friday 8:30 AM - 5:00 PM
1040 Cambridge Square
Suite C
Alpharetta, GA 30009
Monday - Friday 8:30 AM - 5:00 PM
3800 Arapaho Avenue
Suite 210
Boulder, CO 80303
Monday - Friday 9:00 AM - 5:00 PM
