Matthew Speedy

Investment Philosophy

Helping my clients achieve financial confidence through informed decision making is what I believe in most. I take nothing more seriously than the trust my clients have placed in me to help guide them financially through their lives. I am committed to providing my clients the highest level of service and integrity, and strive to develop strong, lasting relationships.

Business Philosophy

I believe in providing wealth management services that may ease my clients’ fears of financial loss and help them retire comfortably. I focus on catering to individuals nearing retirement or those who are already retired. My areas of concentration include plans to improve income, wealth management, tax advantaged investing, and providing for capital preservation. I work with a team of financial professionals who provide strategies to clients’ needs in areas of wealth management, asset allocation, financial and retirement planning, estate planning strategies, long-term care planning, and life insurance. As a financial services team, we combine our abilities to help individuals and families achieve their goals.
As a seasoned professional with over 28 years of experience in the financial field, I have employed a proven process to help my clients get to where they want to be financially. Before I provide any recommendations, I conduct a thorough financial review and discuss with my clients their objectives, tolerance for risk, and specific situations that will help shape their investment strategy. Then, I develop a plan that addresses my clients’ specific needs, paying special attention to how the various elements work together. I continually monitor changes in the economy, markets, and lifestyle, making adjustments to the plan as needed.

About

• Graduate of Delaware Valley University with a Bachelor of Science degree
• Worked in the financial services industry after college, holding various titles at Smith Barney over a course of 12 years, including Second VP of Wealth Management and Financial Planning Specialist
• Joined AXA Advisors in 2009 and co-founded Private Wealth Strategies Group
• Hold FINRA Series 7, 9, 10, 31, 63, 65; Life & Health Licensed; licensed to serve clients in NJ, NY, FL, MA, MD, ME, TX, and VA
• Member of the Equitable Advisors Hall of Fame; Equitable Advisors Order of the Excalibur
• Awarded the title of Retirement Planning Specialist by Equitable Advisors, based upon receipt of a certificate in Retirement Planning from the Wharton School of the University of Pennsylvania
• Born and raised in Toms River where I currently reside with wife, Michele, and 3 children, Timothy, Tyler, and Kayla
• Enjoy golfing, biking, boating, fishing, spending time with friends and family