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Having money is good.
Building wealth is better.

Wealth management is about balancing your life today with your goals for tomorrow.

Contact WealthWise

Welcome to Wealthwise Private Client, where financial aspirations meet reality. As the premier solution for all your financial needs, we specialize in wealth management, risk management, asset protection, retirement planning, estate planning and business planning.

Outthink the status quo.

At Wealthwise Private Client, we:

  • Challenge conventional wisdom with our out-of-the-box thinking
  • Provide innovative solutions using state-of-the art technology and forward-thinking strategies
  • Empower through knowledge by educating clients to make informed decisions
  • Unleash wealth potential using breakthrough strategies and proven processes
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Planning For Every Stage of Life

Young Professional

Young Professional

  • Student debt
  • New Career
  • New home/family
  • New to investing
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Mid-Career

Mid-Career

  • Growing income/assets
  • Asset protection
  • Growing family
  • Saving for college
  • Second home/vacation
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Nearing Retirement

Nearing Retirement

  • Increased savings
  • Planning for retirement
  • Lifestyle changes
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Estate & Legacy Planning

Estate & Legacy Planning

  • Estate planning
  • Strategic distributions
  • Charitable giving
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We’ll help balance your current lifestyle with your future goals, wherever you are in life.

The founder of Wealthwise Private Client, James DeMatteo leads a team of professionals committed to redefining the landscape of financial planning. Together, the team strives to pave the way for a brighter, more prosperous future for every individual, family, and business owner served. 

Meet the Team

Schedule a Consultation

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