Matthew D. Clements, CFP®, CRPC®, APMA®
Private Wealth Advisor
For over 15 years I have been helping my clients achieve their individual financial goals.
By taking the time to understand what’s truly important to them — whether it’s saving for college, living the retirement lifestyle they choose, making smart investments or anything else.
My personalized financial advice has helped them prepare for the expected and unexpected things in life. As a result, my clients feel more confident, connected and in control of their financial life.
Meet our team that is always happy to see you
Michael J. Chaffee
CFP®, APMA®
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ Professional
Matthew D. Clements
CFP®, CRPC®, APMA®
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ Professional

Jessica Santora
Client Relationship Manager