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, AIF®
Welcome, I’m Matt Siegel.
I’m a dedicated financial advisor, fiduciary, volunteer crisis counselor, and passionate donor actively engaged in making a positive impact in the lives of people and animals.
With 30-years of experience in financial services, I thoroughly enjoy guiding my clients towards realizing their unique visions. Through careful analysis and deep understanding of their circumstances, my clients’ aspirations become the basis for comprehensive strategies. We enjoy lasting relationships built on trust and harmony. Acting as a fiduciary when I manage my clients accounts, I ensure that my clients’ interests always come first.
In addition to my professional endeavors, I’ve devoted myself to providing empathetic support to people in distress. As a volunteer crisis counselor, I continue to develop strong active listening skills and the ability to remain composed even in the face of high-pressure situations. Helping people navigate difficult situations and finding resources to overcome their challenges has been a fulfilling way to create positive impact for more people.
Beyond hands-on work in financial planning and wealth management, I relish multiple philanthropic pursuits. In support of my beliefs in the transformative power of community healthcare and wildlife conservation, I make annual contributions of time and money to worthy organizations including CentraState Healthcare System and Save Giraffes Now. These efforts provide opportunities to effect positive impacts by improving access to quality medical care and protecting endangered animals and their habitats. Each of these organizations tirelessly protect cherished lives.
Through my professional and charitable endeavors, I strive to make a positive and lasting impact on the lives of others. I am grateful for the opportunities I have been given, and I look forward to continuing my journey of service and advocacy, leveraging my skills and resources to effect positive change in our world.
For fun, I enjoy traveling in our motor home (The Siegels’ Nest) with my wife, Cheryl, daughter, Hannah, and four-legged goofball, Cooper. And for quiet time, I’m an amateur photographer and avid reader.
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 Services
As Director of Client Services for Millstone River Wealth Management, I am pleased to introduce myself. I spend each working day ensuring our firm’s clients are well cared for and their needs are met. As part of my responsibilities, I oversee daily operations and help our staff with processing important transactions. My career began in 1994 and have enjoyed every aspect.
Outside the office, I enjoy running and competed in my first triathlon at age 60. Since then, I’ve completed the NYC Marathon and several other competitive runs. I serve the Haddon Heights Sons of Italy as Recording Secretary and play Bocce with good friends.
I’m a mother of four grown children and grandmother of six grandsons and a granddaughter. I grew up in Bellmawr and now live in Haddon Heights, New Jersey.
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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