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Matthew Siegel

Millstone River Wealth Management

Manasquan Office 2317 Highway 34, Suite 1B Manasquan, NJ 08736
Marlton Office 751 Route 73 North, Suite 4

Marlton, NJ 08053
(856) 4464700

Financial Guidance for a Happy, Fulfilling Life

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

CRD#

5690878

Firm CRD#

8032

States Licensed in

NJ

Years of Experience in Financial Services

27

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

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

No

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

AIF®

Securities Licenses

Series 24, Series 7, Series 66

Insurance and Annuity Licenses

Disability, Life, Long Term Care, Variable Annuity, Variable Life, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Compensation Methods

Flat Fee

Disclosures

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.