Vault Insurance & Investments

Introduction

Matt, the CEO and founder of Vault Insurance & Investments, is dedicated to helping clients align their money with their values. His goal is to partner with clients to help them achieve the retirement they have worked so hard to build.

Matt’s Philosophy:

“I am driven by my passion for helping people. Along with my team, I have been constantly learning, growing, and adapting for decades.

I believe we can assist clients at every stage of their lives – from helping your children, to building your wealth and ensuring your tomorrow. We are here to help and have access to the entire universe of financial solutions.”

Clients working with Matt can expect:

Tailored financial guidance based on their unique goals.
Consistent communication to ensure clarity and confidence.
A client-first approach built on trust, transparency, and thoughtful planning.

By fostering long-term relationships, Matt empowers his clients to make informed financial decisions with confidence.

Experience

After working with three different Broker-Dealers, Matt realized that most were more alike than different. Seeking a better solution for his clients, he transitioned to the Registered Investment Advisory (RIA) side of the financial business.

In 2013, Matt joined Brookstone Capital Management, LLC as an independent Investment Advisor Representative (IAR). Matt has worked with Brookstone as his investment partner ever since.

Over 24 years in the financial industry.

Builds personalized financial planning and retirement strategies.

A fiduciary approach that ensures clients’ best interests always come first.

Qualifications & Certifications

Matt holds a bachelor’s degree and began his career in the financial services industry in 1999.

His credentials include:

Investment Advisor Representative (IAR), Series 65
Certified in Blockchain and Digital Assets (CBDA) offered through Digital Asset Council of Financial Professionals (DACFP)
Licensed in all insurance lines, including Long-Term Care, Medicare, and Property & Casualty
Specialized knowledge in:

As a fiduciary, Matt upholds the highest standards of financial knowledge and client care, ensuring every recommendation aligns with his clients' best interests.

Personal Life

Matt lives in Renton, WA, with his wife Susan, their son, Jake, and their two Labrador Retrievers, Buddy and Beka.

Matt is enthusiastic about:

Training in Muay Thai Kickboxing and Balintawak

Converting a van for camping and “van life”

Spending quality time outdoors with friends and family

😀 Fun Fact:

The first stock Matt purchased on his own was in 1997. Living in Indiana after college, he heard about a company selling books online. He went to a broker-dealer and invested $2,000. After a brief period of volatility, his broker-dealer told him it was losing money and sold it.

That stock was Amazon. Matt uses this story to demonstrate the power of holding long-term investments.

Matt Burklund

CEO & Founder