"I should be worried, but I'm not." Our goal is to hear this from our clients on a regular basis, and it's the best compliment we could ever receive. We'll always be here for you as you move through different phases of life and deal with personal and professional challenges. Instead of feeling uneasy when faced with adversity, you'll have confidence that we're managing your money according to a customized plan we've developed together.
This is because we recognize that your unique goals and challenges require equally unique solutions. People come to us because they're not prepared for every twist and turn that life can send their way. That's okay. Our mission is to develop a long-term relationship driven by integrity and mutual trust, working with you to create a strategy that provides you with financial security and stability. We then monitor your accounts and check in with you at your desired frequency to discuss any life changes and update your plan if necessary.
As an independent firm, we only answer to our clients. The wealth management plan we develop will be based on your goals, whether you'd like to travel the world, purchase a second home, or use your business to fund your retirement. We'll also collaborate with other advisers, such as attorneys, accountants, bankers, and insurance agents, to ensure everyone is on the same page and working towards the same goals.
You likely have questions. Let's talk.
|Firm Start Year:||2010|
|States Licensed in:||NJ|
|Number of Years with Current Firm:||11|
|I work with the following types of clients:||Individual Investors, Businesses, Non-Profit Organizations|
|Investment Types:||Insurance, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks, Socially Responsible Investments (SRI)|
|I can meet clients in the following ways:||Video Conference, Via email, At my office, At your office, Via phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Life, Long Term Care, Variable Annuity, Variable Life, Annuity|
|Investment Advisor Representative:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|Compensation Methods:||Commissions, Based on Assets, Hourly, Flat Fee|
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MS, NC, NJ, NY, OH, OK, PA, RI, SC, SD, TX, VA, VT, WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency.
Matt is the managing principal of Millstone River Wealth Management with offices in Manasquan & Marlton, NJ.
Setting financial goals and making the right decisions can seem overwhelming. The good news is, you don't have to make those decisions on your own. Think of us as your advocate. As an independent firm, we can create your financial plan based on your goals and priorities to guide your decision-making process. Then we'll continue to communicate with you on a regular basis to make sure your plan is always aligned with your goals.
With the right plan, you can spend more time with children and grandchildren, explore new places, support worthy causes, and experience everything life has to offer. Let us help you build financial security and enjoy a life filled with happiness.
Matt began his financial services career in 1993 after having graduated from Rutgers University. Matt holds FINRA Series 7, 24, and 66 securities registrations and life and health insurance licenses in several states.
Active with March of Dimes, Matt has advocated for the mission and raised funds in many capacities including chairman of the NJ Board of Directors. He works as a volunteer crisis counselor helping people when they need it most. His community and civic roles include long-term service on boards of directors for multiple non-profit organizations. Matt is an amateur photographer and an avid reader.
Matt was raised in Hoboken and currently resides in Millstone with his wife and daughter.
Contact us to meet our team and take the first step towards replacing uncertainty and worry with security and stability.
|Asbury Park||Atlantic Highlands|
|Cape May||Cherry Hill|
|East Brunswick||East Windsor|
|Haddon Heights||Haddon Township|
|Little Silver||Long Branch|
|Tinton Falls||Toms River|