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Matthew Cook | Stoic Private Wealth | Investment & Wealth Management Services

Matthew Cook, CFP®, ChFC®, AAMS®

Private Wealth Advisor | President & CEO

Matthew Cook, President and Founder of Stoic Private Wealth, is a seasoned financial planner with deep roots in the Catawba Valley. Based in Hickory, North Carolina, Matthew holds a business management degree from Appalachian State University and is a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS®). He specializes in providing holistic, personalized financial strategies for corporate pilots, C-suite executives, and medical professionals, addressing challenges like tax planning, retirement transitions, and estate management.

Dedicated to exceptional client service, Matthew collaborates with a trusted network of CPAs and estate attorneys to ensure his clients’ financial lives are meticulously managed. His approach is centered on building meaningful relationships and offering tailored solutions that aim to bring clarify and confidence.

Outside of work, Matthew is a devoted family man who loves exploring the outdoors with his wife, Shauna, and their daughter, Scarlett. The couple shares a passion for adventure, whether it’s boating, hiking, or discovering new dining spots. As they prepare to welcome their second child, Matthew continues to cherish the balance between his professional commitments and family life.

Resilient State of Mind

The latest insights and strategies for your financial health and well-being.

Brand Mark | Stoic Private Wealth | Investment & Wealth Management Services

Resilience is More Than a Principle; It's Our Promise

We believe in a balanced approach, that seeks to help you enjoy your wealth today while working towards securing financial stability for tomorrow.

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