Meet the Team


Matthew Bernocchi, CFP®

Wealth Advisor


  • Operations Management and Finance, The University of Scranton


Matt is a Wealth Advisor and has been supporting families, high-net-worth individuals and companies since 2017. He specializes in financial planning, strategic wealth preservation and portfolio management. As an advisor and Certified Financial Planner (CFP®) Practitioner, Matt assists clients by guiding them through the financial planning process, educating them on investments, building out a cash flow budget, and finding comfortable solutions to meet their goals.

Matt graduated from The University of Scranton with a degree in Operations Management and Finance.

On a personal note, Matt lives in Montclair with his wife Brannan and their Bernedoodle Maple. He enjoys spending the winter skiing at Stratton Mountain and spending the summer with family at the Jersey Shore.

Awards & Honors