Achieving what’s most important begins with advice you can trust Private Wealth Management

Matina Group Joseph Matina, Christopher Patrick McKenna, Grace T. Damen, John P. Rocco, Lauren Mirman, Anthony Joseph Horan Jr., Zachary Joseph Marini

Matina Group






51 JFK Parkway
Suite 240
Short Hills, NJ 7078

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.

Our team begins every client relationship with an in-depth planning process. Your plan is a detailed, written document so you have real benchmarks to assess your progress. The plan incorporates every aspect of your assets and liabilities, including cash, brokerage accounts, employer retirement plans, real estate and insurance policies, as well as a review of your trust and estate documents. We analyze risk, asset allocation, asset location and current and projected savings and cash flow. We present a variety of "what if" scenarios based on your goals. In addition, we provide our capital market assumptions and utilize financial analysis to calculate the probability of success.

Planning is the doorway to customized investment management designed to meet your goals. This is the first step to comprehensive wealth management. It's what we call "Advice. Beyond investing."

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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.

We consider asset location to be as important as asset allocation, and take into consideration tax efficiency and optimization. For example, we could create a customized corporate bond ladder within a qualified account. Where appropriate, we utilize option overlay strategies designed to enhance income.

Our firm's open architecture structure allows us to select the best solutions for you from a wide range of providers.

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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.

We work closely with UBS specialists in Advanced Planning, many of whom are former attorneys, to review your existing documents in conjunction with a financial plan, and provide a tailored analysis of your estate plan. The analysis may include current estate overview, hypothetical estate tax calculation, observations and discussion points, as well as wealth transfer strategies.

Our team has extensive experience with complex trust structures, implementing estate planning strategies to help preserve your wealth over multiple generations, and structuring a tax-efficient charitable plan that fully integrates your long-term goals.

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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


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