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 can pose for ambitious individuals. He excels in discovering efficiencies and advanced synergies in multiple disciplines including but not limited to investment management, trust and estate planning services, credit and lending, business succession planning, liquidity analysis and cash flow.
Alex has extensive experience serving successful business owners, corporate executives, real estate investors, family offices and generations of affluent families. Working with a team of specialists, Alex orchestrates in-depth analysis and effective collaboration focused on the distinct priorities and goals of each client. Strong relationships constitute the foundation of his approach with clients – and their external tax and legal advisors, as appropriate. He excels in working closely with the entire family dynamic which and strives to connect with clients’ children to prepare them for the opportunities and responsibilities of wealth.
Alex and the team offer the intimacy and privacy as a boutique practice with a shared mission to simplify and optimize the management of clients’ personal and professional wealth.
Before creating PWM Advisors Alex spent over 20 years at The Private Bank of Bank of America (formerly U.S. Trust), Morgan Stanley Private Bank, and Wells Fargo Private Bank in client advisory roles. He holds a bachelor’s degree in Business Management and has completed numerous certifications in his unrelenting effort to continue adding value to his clients. Alex currently holds the FINRA Series 7 and 66 and is licensed to transact Life Insurance by the State of New Jersey.
In his spare time Alex enjoys serving as a mentor to upcoming advisors and gives back to his community through volunteering.