ABOUT

"I should be worried, but I'm not."

 

Our goal is to hear this from our clients on a regular basis, and it’s the best compliment we could ever receive. We’ll always be here for you as you move through different phases of life and deal with personal and professional challenges. Instead of feeling uneasy when faced with adversity, you’ll have confidence that we’re managing your money according to a customized plan we’ve developed together.

 

This is because we recognize that your unique goals and challenges require equally unique solutions. People come to us because they’re not prepared for every twist and turn that life can send their way. That’s okay. Our mission is to develop a long-term relationship driven by integrity and mutual trust, working with you to create a strategy that provides you with financial security and stability. We then monitor your accounts and check in with you at your desired frequency to discuss any life changes and update your plan if necessary

 

As an independent firm, we only answer to our clients. The wealth management plan we develop will be based on your goals, whether you’d like to travel the world, purchase a second home, or use your business to fund your retirement. We’ll also collaborate with other advisers, such as attorneys, accountants, bankers, and insurance agents, to ensure everyone is on the same page and working towards the same goals.

 

 

Our Team

Matthew Siegel, AIF®

Managing Principal

Matt is the managing principal of Millstone River Wealth Management and 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 - or wherever their family motor home is parked -  with his wife and daughter.

Contact: 856-446-4700

Contact us to meet our team and take the first step towards replacing uncertainty and worry with security and stability.

Adam Zielinski

Principal

Adam has been a principal with Millstone River Wealth Management since 2009.  He serves our clients with a focus on financial planning and analysis. 

 

He graduated magna cum laude from New York University's Stern School of Business with a dual degree in finance and economics.  Adam holds FINRA Series 7, 63, and 65 securities registrations and life and health insurance licenses in several states.

 

Adam is active with the NYU Alumni Association and is a recently converted Monmouth Hawks college basketball fan.  He likes to say that he enjoys good food but he also likes bad food.

 

He was raised in Manalapan and currently resides in Asbury Park with his wife and newborn daughter.

Mary Miller

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 competed her first triathlon at age 60.
 
Raised in Bellmawr, Mary currently resides in Haddon Heights.

Contact: 856-446-4701

Contact us to meet our team and take the first step towards replacing uncertainty and worry with security and stability.

Joan Turner

Administrator

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.

Contact:  856-446-4706

Contact us to meet our team and take the first step towards replacing uncertainty and worry with security and stability.