Meet the Team

Wealth starts by building a healthier relationship with your money.

For many, the journey to financial success begins with a shift in mindset—a realization that wealth is not solely defined by the size of one's bank account, but rather by the quality of their financial habits and decisions. It's about recognizing that money is a tool, not a measure of self-worth, and learning to wield it wisely to create a better future.

At Wealthwise Private Client, we are committed to helping our clients cultivate this mindset shift and develop the skills and knowledge they need to take control of their financial lives. Through personalized guidance, education, and support, we empower individuals to make informed decisions, set achievable goals, and build a solid foundation for long-term financial success.

We believe that true wealth goes beyond monetary value; it encompasses a holistic sense of financial well-being and security to create a life of meaning and fulfillment. We understand that building wealth is not just about accumulating assets; it's about building healthier relationships with money that empowers individuals to overcome financial challenges, unlock new opportunities and achieve their financial goals and aspirations.

Join us on the journey to financial well-being. Together, we can build a brighter future, one healthy financial relationship at a time.

Meet The Team

President & Founder

James DeMatteo, CFP^®

Founder | President

609.981.6120

Jdematteo@wealthwisepc.com

James founded Wealthwise Private Client while working with Northeast Financial Network. He began his career at a Wall Street firm specializing in investment solutions before launching his own practice in 2005. He has been a Certified Financial Planner since 2010, has earned Series 7, 63, 65, and 24 certifications, and is a member of Finseca (formerly AALU), an organization dedicated to elevating financial security professionals and advocating for the profession.

A graduate of both the University of Hartford and Fairleigh Dickinson University, James leads advisors in four wealth management offices across New Jersey, New York, Connecticut, and Massachusetts. He was recognized as a Forbes Top Securities Professional in 2021, 2022, 2023, and 2024.

With decades of experience, James brings a wealth of expertise and dedication to Wealthwise Private Client. The firm’s philosophy is simple: empower clients to outthink the ordinary, embrace innovation, and achieve unparalleled success in their financial endeavors.

Married with three children, James is an avid golfer, pickleball player, runner, fisherman, and New York sports fan.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License Number - 0G21238.