Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Alex Matovski
Managing Director & Wealth Advisor
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...
Michael P. Terry, CFP®, CIMA®
Managing Director & Portfolio Manager
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...
Philip Sicuro
Managing Director & Wealth Advisor
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...
Scott M. Gasparini
Managing Director & Portfolio Manager
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...
Roxanne Calabrese
Senior Client Service Associate
Roxanne Calabrese, Senior Client Service Associate, PWM Advisors, 411 Hackensack Ave, Suite 104-PWM Hackensack, NJ 07601 Office: (973) 721-3558