wiseradvisor

Matthew Siegel
Millstone River Wealth Management

Tel: (856) 446-4700
Manasquan Office 2317 Highway 34, Suite 1B Manasquan, NJ
Marlton Office 751 Route 73 North, Suite 4
Marlton, NJ 08053

Financial Guidance for a Happy, Fulfilling Life

Millstone River Wealth Management | Financial Advisor in Marlton ,NJ

About Millstone River Wealth Management

"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.


General Information

Firm Start Year:   2010
No.of Employees:   5-9
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


Services

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


Compliance

Registered Representative:   Yes
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

Fee Structure:   Fee-Based
Compensation Methods:   Commissions, Based on Assets, Hourly, Flat Fee




Disclaimer

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.

Matthew Siegel

Matthew Siegel

AIF®

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: 856-446-4700

Contact us to meet our team and take the first step towards replacing uncertainty and worry with security and stability.

My Team

Adam Zielinski
Adam Zielinski Principal
Adam has been a principal with Millstone River Wealth Management since 2009. He serves our clients with a focus on financial planning and analysis. He graduated magna cum laude from New York University's Stern School of Business with a dual degree in finance and economics. Adam holds FINRA Series 7, 63, and 65 securities registrations and life and health insurance licenses in several states. Adam is active with the NYU Alumni Association and is a recently converted Monmouth Hawks college baske ...more

Mary Miller
Mary Miller Director of Client Relations
As director of client relations, Mary ensures that our firm's clients are well cared for and oversees the office's daily operations. Mary began with our firm in 1994 and holds FINRA Series 7 securities registration. Outside of work, she is a runner and triathlete and competed her first triathlon at age 60. Raised in Bellmawr, Mary currently resides in Haddon Heights.

Rachel Lea
Rachel Lea Administrative Director
As our administrative director, Rachel supports the firm's principals while working for our clients. She began with our firm in 2015. She has a degree in communications from Camden County Community College. Active with her church, Rachel teaches Sunday School and often leads trips and Bible study classes with her fellow parishioners. Born in Somerdale, Rachel now resides in Gloucester Township with her husband and daughter.

Joan Turner
Joan Turner Administrator
As one of our firm's administrators, Joan supports operations. She began with us in 2019. Joan has a Master of Education from Monmouth University and is a retired Middle School Mathematics teacher. In her free time, she enjoys crocheting, quilting, needlepoint, cross stitch and sewing. And, "Summer days spent relaxing on the beach don't happen enough!" Born in Orange, NJ, Joan now lives in Long Branch with her husband.

Communities Served

Allenhurst Allentown
Asbury Park Atlantic Highlands
Audubon Avalon
Avon-by-the-Sea Barnegat
Bay Head Belmar
Bradley Beach Brielle
Cape May Cherry Hill
Collingswood Colts Neck
Cranbury Deal
East Brunswick East Windsor
Edison Evesham
Fair Haven Farmingdale
Freehold Haddonfield
Haddon Heights Haddon Township
Holmdel Hopewell
Lakehurst Lakewood
Lambertville Lavallette
Lawrenceville Lincroft
Little Silver Long Branch
Manahawkin Manalapan
Manasquan Marlboro
Marlton Medford
Medford Lakes Middlesex
Middletown Millstone
Monmouth Mt Laurel
Ocean Old Bridge
Pennington Point Pleasant
Princeton Red Bank
Rumson Sea Girt
Springdale Spring Lake
Tinton Falls Toms River
Wall West Windsor

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