Matthew C. De Stefano, J.D.
SENIOR WEALTH ADVISOR | FAMILY OFFICE SERVICES
Matthew joined Capstone Financial Advisors in 2026 as a Senior Wealth Advisor in the Family Office Services group. An attorney by training, Matthew brings experience across wealth management, tax planning, estate planning, and investment strategy to help individuals and families navigate the complexities of their financial lives.
Before joining Capstone, Matthew worked with high-net-worth and ultra-high-net-worth individuals and families and brings experience from large public accounting firms, small boutique law firms, and most recently a wealth management firm in Chicago
“My biggest responsibility is making sure clients leave a meeting understanding the game plan we’ve built together. They should understand what we’re doing, why we’re doing it, and what comes next.” Matthew shares.
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Invested in your future
Matthew’s approach begins with listening. He believes understanding the “why” behind a client’s goal is just as important as understanding the numbers.
Whether a family is thinking about retirement, wealth transfer, taxes, or another important financial decision, Matthew starts by asking what they hope to accomplish. From there, he works to understand the full picture and help make sure the different parts of the plan are working toward the same objectives.
Matthew also believes an advisor does not need to have every answer immediately. His responsibility is to help clients get to the right solution, drawing on the broader Capstone team and coordinating with other professionals when needed.
For him, one of the most rewarding parts of the work is seeing a strategy move from an initial conversation to implementation and become part of a client’s long-term plan.
Building community
Outside the office, Matthew enjoys traveling, cooking, and spending time with his family. As a newer resident of Lemont, he is also looking forward to becoming more involved in the local community.
Although he does not actively practice law in his current role, Matthew is a licensed attorney in the State of Illinois. He earned his LL.M. in Taxation from DePaul University College of Law, his J.D. from the University of Illinois Chicago School of Law, and his B.A. in Political Science from St. Norbert College.
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