Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Matthew M. Wojcik


Branch Manager

Matt began his career in 1985. With over 30 years of experience, he built his practice providing sound advice to clients, helping them to build their assets.  Matt helps his clients manage their wealth and plan for retirement. Throughout his career, Matt has held many positions in operations, sales, and branch management. He is currently, a Director and the Branch Manager of the Manasquan, NJ office. This experience helps him have a strong understanding of the firm and how to use its resources to benefit his clients.

He holds variable annuity, life and health insurance licenses as well as FINRA Series 7, 8, 63, and 65 securities licenses.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IA
  • IL
  • MA
  • ME
  • MI
  • NC
  • NJ
  • NY
  • PA
  • RI
  • SC
  • TX
  • UT
  • VA
  • WY

  • Forbes Best-in-State Wealth Management Teams, 2023The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit

2310 Route 34 Suite 2A
Manasquan, NJ 08736
  • (732) 223-6380

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Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at

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