Matt Logan CLU is the Founder and Managing Partner of Rise North Capital, backed by extensive experience in executive leadership.
Founder & Managing Partner
Matt Logan is a highly seasoned executive leader and visionary with a proven track record of excellence. As the Founder and Managing Partner of Rise North Capital, he has transformed the firm into a trailblazer in the financial services industry. Before launching Rise North Capital, Logan garnered acclaim for his exceptional performance as Vice President at Concord Wealth Management. His relentless drive and hands-on approach were instrumental in building Rise North Capital from the ground up, leveraging over a decade of leadership experience. Under his leadership, the company has achieved significant milestones and continues to set new standards in wealth management. His success is not only limited to the professional world; he is also an accomplished drummer and maintains an active lifestyle that includes a variety of physical activities such as weight training, golfing, and coaching youth hockey. He deeply values the love and support of his wife and three sons, and cherishes the time they spend together
Creating Tailored Strategies
As the Founder and Managing Partner of Rise North Capital, Matt Logan CLU is dedicated to crafting personalized strategies that address the distinct alternative needs of his clients. Rise North Capital serves individuals, families, and businesses with a focus on achieving enduring and sustainable goals. They believe that everyone deserves access to expert financial guidance, whether you’re planning for a significant life event or seeking to improve your financial situation. Their experienced team is here to support you in everything from creating a budget to planning for retirement and everything in between. They can assist in helping you accomplish both short and long-term goals by providing solutions throughout all of life’s stages. Financial Positioning, Budgeting, Life Insurance, Short Term/Long Term Disability, Long Term Care & Fixed-Index Annuities (non-qualified, IRA, Roth IRA, SEP IRA, Simple IRA) are just some examples of the ways they serve their clients. The Rise North team will collaborate with you every step of the way to develop a comprehensive plan that meets your unique needs and enables you to achieve your financial goals. Working with Rise North Capital means a commitment to helping each client achieve their definition of financial success while empowering them to live a better life.