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Tax
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Our Process

We create strategies that are tailored to your needs and goals.

Our History

Years of experience have prepared us to guide you through your life transitions.

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours daily.

Your Experts

Empowering your financial journey with a century's worth of combined experience.

Alex Matovski

Managing Director & Wealth Advisor

973.721.3557

Amatovski@pwm-advisors.com

Alex Matovski is Managing Director and Co-Founder of PWM Advisors located in Hackensack, New Jersey.  Entrepreneurial by nature, Alex recognizes the complexities and possibilities that significant wealth...

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Michael P. Terry, CFP®, CIMA®

Managing Director & Portfolio Manager

973.721.3557

Mterry@pwm-advisors.com

Michael Terry is a Managing Director and Co-Founder of PWM Advisors located in Hackensack, New Jersey. Mike is an experienced finance professional with a demonstrated history of success in helping clients...

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Philip Sicuro

Managing Director & Wealth Advisor

973.721.3557

Psicuro@pwm-advisors.com

Phil is a Managing Director and Wealth Advisor at PWM Advisors. In this role, he is responsible for advising high-net-worth individuals and institutions to strategies that can help grow their wealth and preserve...

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Scott M. Gasparini

Managing Director & Portfolio Manager

973.721.3557

Sgasparini@pwm-advisors.com

Scott is an experienced financial professional with a demonstrated history of success in helping clients across the wealth spectrum define and attain their financial goals and objectives. Specifically, Scott specializes in investment...

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Roxanne Calabrese

Senior Client Service Associate

973.721.3557

Rcalabrese@pwm-advisors.com

Roxanne Calabrese, Senior Client Service Associate, PWM Advisors, 411 Hackensack Ave, Suite 104-PWM Hackensack, NJ 07601 Office: (973) 721-3558

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