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Matthew Daugherty
Executive at Valtruis / Co-Founder, Stealth Health Tech Startup
Matthew Daugherty is an executive at Valtruis, where he plays a significant role in guiding financial strategies and services. He has a background in financial planning, having joined the family business at the age of 22, influenced by the legacy of his grandfather and father who were both financial advisors. His experiences led him to focus on helping clients achieve a balanced approach to wealth management, particularly for business professionals and executives.1
Daugherty holds certifications as a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC™), which enhance his expertise in providing tailored financial advice. His career includes previous roles at companies such as agilon health and BD Health Ventures, showcasing a diverse experience in health and financial sectors.3
At Valtruis, Daugherty emphasizes the importance of understanding clients' unique needs, especially in navigating complex financial landscapes. This focus allows him to offer specialized advice on areas like tax planning and employer stock options, ensuring clients can maintain balance between their professional and personal lives.12
