Achieving what’s most important begins with advice you can trust Private Wealth Management
Matina Group
877-452-4344
973-315-1931
855-217-9871
51 JFK Parkway
Suite 240
Short Hills, NJ 07078
The Matina Group is an experienced UBS Private Wealth team based in Short Hills, New Jersey. We have clients across the country, in more than 25 states and most major metropolitan areas. Our eight person team has a broad range of experience with particular specialization in financial planning and investment management, as well as in trust and estate planning strategies for individuals and families of substantial wealth.
We are familiar with complex needs and leverage our expertise and resources to create innovative solutions for our clients. Our team is multi-generational, drawing on a combined 75 years of financial service experience in asset management, private banking, institutional trading and relationship management.
Our clients are entrepreneurs, senior corporate executives, financial service professionals, philanthropic organizations and philanthropists. Advice and service is based on intimate, trusting relationships centered on an understanding of each client’s and their family’s vision, including retirement, legacy, philanthropic, and investment goals.
Financial planning
Liquidity, longevity and legacy
Our relationship all begins with a conversation focused on what is truly important to you. We discover how to best manage the components of your wealth in order to help you feel more confident about reaching your goals.
Investment management
Customized portfolios
Our team takes an institutional risk-based approach to asset allocation and investment management. Each client's portfolio is customized based on their risk profile in conjunction with current and future goals.
Trust and estate planning strategies
Preserving and protecting your legacy
As part of our holistic approach to wealth management and planning, we offer a comprehensive look at your trust and estate documentation.
In the news
Matina Group in the news
Bloomberg Businessweek, Fortune & Money - "Delivering Advice. Beyond investing"
Our office locations
51 JFK Parkway
Suite 240
Short Hills, NJ 07078
299 Park Avenue
25th Floor
New York, NY 10171
Joseph Matina has been recognized as an industry leader
- Forbes Top 250 Wealth Advisors, 2019
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Forbes/SHOOK America's Top Wealth Advisors, 2017, 2018
- Barron's Top 1,200 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020
- Financial Times Top 400 Financial Advisors, 2015, 2016, 2017, 2018, 2019, 2020
Our perspectives
Insights