| Name | Matthew Siegel,AIF® |
|---|---|
| Company / Title | Millstone River Wealth Management, LLC / Managing Principal |
| Address | Marlton Office: 701 Route 73 North Suite 4 Marlton, NJ 08053-3466 |
| Address 2 | Manasquan Office: 2317 Highway 34, Suite 1B, Manasquan, NJ 08736-1443 |
| Phone | 856-446-4700 |
| Website | https://www.millstone-river.com/ |
| Email Address | [email protected] |
| Biography |
I’m a dedicated financial advisor, fiduciary, volunteer crisis counselor, and passionate donor actively engaged in making a positive impact in the lives of people and animals.
With 30-years of experience in financial services, I thoroughly enjoy guiding my clients towards realizing their unique visions. Through careful analysis and deep understanding of their circumstances, my clients’ aspirations become the basis for comprehensive strategies. We enjoy lasting relationships built on trust and harmony. Acting as a fiduciary when I manage my clients' accounts, I ensure that our clients’ interests always come first. In addition to my professional endeavors, I’ve devoted myself to providing empathetic support to people in distress. As a volunteer crisis counselor, I continue to develop strong active listening skills and the ability to remain composed even in the face of high-pressure situations. Helping people navigate difficult situations and finding resources to overcome their challenges has been a fulfilling way to create positive impact for more people. Beyond hands-on work in financial planning and wealth management, I relish multiple philanthropic pursuits. In support of my beliefs in the transformative power of community healthcare and wildlife conservation, I make annual contributions of time and money to worthy organizations including CentraState Healthcare System and Save Giraffes Now. These efforts provide opportunities to effect positive impacts by improving access to quality medical care and protecting endangered animals and their habitats. Each of these organizations tirelessly protect cherished lives. Through my professional and charitable endeavors, I strive to make a positive and lasting impact on the lives of others. I am grateful for the opportunities I have been given, and I look forward to continuing my journey of service and advocacy, leveraging my skills and resources to effect positive change in our world. For fun, I enjoy traveling in our motor home (The Siegels’ Nest) with my wife, Cheryl, daughter, Hannah, and four-legged goofball, Cooper. And for quiet time, I’m an amateur photographer and avid reader. |
|---|
