Strength in Diversity
What truly sets us apart is our combination of experience and diverse skills and strengths that enable us to look at all sides of a client's goals, and develop a truly customized plan to help you achieve them.
Matthew Siegel, BFATM, AIF®
Matt is the managing principal of Millstone River Wealth Management. He provides comprehensive financial strategies for clients, including retirement plans, investment advisory management, and risk management.
He began his financial services career in 1993 after having graduated from Rutgers University. Matt holds FINRA Series 7, 24, and 66 securities registrations and life and health insurance licenses in several states.
As Trustee with the CentraState Healthcare Foundation, Matt supports the mission and raises funds for exceptional healthcare at the CentraState Healthcare System. He works as a volunteer crisis counselor helping people when they need it most. His community and civic roles include long-term service on boards of directors for multiple non-profit organizations. Matt is an amateur photographer and an avid reader.
Matt was raised in Hoboken and currently resides in Millstone with his wife and daughter.
Adam Zielinski, BFATM
Adam made his first stock trade at age eleven, and while he earned just a few bucks on it, he became fascinated by the world of investing. Since there was no one in his family who worked anywhere near Wall Street when it came time to apply to college he decided to go where the action was and attended NYU’s Stern School of Business.
Adam’s family set him up for success in other ways, being the interpreter as a child for his deaf parents set Adam on a lifelong path to helping people. It also helped him become a patient, active listener, one of his strongest attributes.
Adam considers himself lucky to have traveled the world and has special memories from visiting Chile, Argentina, and South Africa while a student. His love of working with a diverse group of people probably started there. Upon graduation Adam was drawn to the institutional world of finance, starting in Investment Banking at Greenhill followed by working on a trading desk at Citigroup. However, he quickly learned the work-life balance that comes with working with the world’s largest corporations was not what he ultimately wanted and made an early pivot to working with individuals and families.
One of Adam’s best career decisions was accepting the invitation to co-found Millstone River Wealth Management, LLC with his partner Matt Siegel. The firm specializes in guiding its clients to help them reach their most important goals.
When Adam isn’t supporting his clients and their families, he’s spending time in Asbury Park with his wife Laura and their daughters, Josie and Edie. He is a recently converted Monmouth Hawks college basketball fan and he likes to say that he loves good food but doesn’t mind bad food.
Director of Client Relations
As director of client services, Mary ensures that our firm’s clients are well cared for, and oversees the office’s daily operations.
Mary began with our firm in 1994 and holds FINRA Series 7 securities registration.
Outside of work, she is a runner and triathlete and completed her first triathlon at age 60. She is the Recording Secretary for the Haddon Heights NJ Sons of Italy.
Raised in Bellmawr, Mary currently resides in Haddon Heights.
As one of our firm's administrators, Joan supports operations. She began with us in 2019.
Joan has a Master of Education from Monmouth University and is a retired middle school mathematics teacher with 36 years of classroom experience.
In her free time, she enjoys various crafts, reading, and relaxing on the beach.
Joan grew up in Middletown, NJ, and now lives in Long Branch with her husband.
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Interested in learning more? Schedule a free consultation today to learn more about how we can help you with all of your financial needs.