Millstone River Wealth Management | Financial Advisors | NJ

    STABILITY

    Our Services

    We advocate for you and make recommendations based on your priorities and goals – never ours.

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    Investment Advice

    We offer guidance on the investments best suited to your goals.

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    Financial Planning

    We work closely with our clients to help them plan for their financial future.

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    Retirement Income

    We take on the complexity of retirement planning so you don't have to.

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    College Funding

    We’ll work together to help you build a plan to fund education for your children.

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    Life Insurance

    We help you protect your family's future.

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    Long-Term Care Insurance

    We help you understand your options for care if needed.

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    401(k) Consulting

    We help your business or non-profit optimize your employee retirement plan or start one when you're ready.

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    Estate Planning

    We help you prepare your assets and convey your wishes to the people and causes you care about.

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    Trust

    Building Trust Helps Pay Dividends

    We have a long track record of giving clients the confidence and guidance they need, so they can quickly be on the path to achieving their desired outcomes — no matter what they are.

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    Your Team

    Each one of us values personal chemistry because long-term relationships are more meaningful — and valuable — to our clients.

    Matthew Siegel sm

    Matthew Siegel, AIF®

    Managing Principal

    Mary Miller sm

    Mary Miller

    Director of Client Relations

    Joan Turner sm

    Joan Turner

    Administrator

    Meet Our Team