Broker Check

Our Team

With over three decades of experience serving families and businesses, Matt understands that wealth management is more than just investment returns. It's about safeguarding and growing your family's financial legacy for generations to come. Matt and his dedicated team are committed to solving complex financial challenges and providing personalized guidance tailored to the unique needs for you and you family.

Matthew Sinclair

Matthew S. Sinclair

Financial Advisor, Financial Services Representative, Investment Advisor Representative

(914) 332-4231

Paul Ruggiero

Paul Ruggiero

Financial Advisor, Financial Services Representative, Investment Advisor Representative

(914) 409-4033

Other Associates We Partner With

Joseph O'Brien

Joseph O'Brien

Financial Services Representative, Investment Advisor Representative

(914) 372-2953

Thomas Gwin

Thomas H. Gwin

Financial Advisor, Financial Services Representative

(914) 372-2871

Office Support

Schedule an Appointment

Thank you! Oops!