Gregory Matthew Wealth Management

What Gregory Matthew Wealth Management does

Gregory Matthew Wealth Management is a privately held financial advisory practice founded in 2013 by Gregory Masone and headquartered at 585 Stewart Avenue in Garden City, New York. The firm delivers personalized financial planning, investment management, retirement consulting, estate planning, and insurance advisory services to individuals, families, and a smaller set of institutional and professional clients, with a secondary specialty in post-divorce financial evaluation. Service delivery is consultative and one-on-one, emphasizing long-term relationships, team-based perspective, and proactive life-stage planning around retirement income, tax strategy, Social Security optimization, and wealth preservation.

The underlying technology stack is not proprietary; the firm relies on the FMG Suite website platform for content marketing, client education tools (including financial calculators and a 200+ term glossary), and the Cetera Wealth Services LLC broker-dealer and Cetera Investment Advisers LLC registered investment adviser infrastructure for securities execution, advisory operations, and client portal access through the Avantax community. Core product lines span Investment Services (bonds, common stock, IRAs, brokerage accounts, Treasury securities, variable annuities), Financial Planning (wealth management, tax plans, 401(k)/403(b), college savings, estate plans), Insurance Services (disability, life, long-term care), Retirement Planning, Estate Planning, and a suite of financial calculators and educational resources.

The business model is recurring-fee based, generating revenue from financial advisory fees (typically AUM-based) and brokerage commissions on securities transactions routed through Cetera Wealth Services LLC. Distribution is direct-advisory, with no enterprise sales motion, no disclosed programmatic pricing, and go-to-market anchored on content marketing, referral, and personal advisor relationships. The firm operates as a solo/small-practice model (1-10 employees) with founder-controlled ownership, no external institutional backing, and a Northeast US geographic footprint restricted to US residents.

Name

Gregory Matthew Wealth Management

Legal name

Gregory Matthew Wealth Management

Website

https://gregory-matthew.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Gregory Matthew Wealth Management is a private, single-office financial advisory practice in Garden City, NY, providing retirement planning, investment management, estate planning, and insurance advisory services to individuals, families, and select institutional clients through the Cetera/Avantax platform.

Ownership category

akta.pro rank

Headquarters

HQ city

Garden City

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Technology or R&D

Revenue model

1. Financial Advisory Services: The firm generates revenue through financial advisory fees, likely based on assets under management (AUM), and/or commissions from securities transactions. As affiliated persons of Cetera Wealth Services LLC, they may offer both brokerage services (transaction-based compensation/commissions) and investment advisory services (fees based on assets).

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Gregory Matthew Wealth Management delivers personalized financial advisory services to individuals and families, including investment management (bonds, stocks, IRAs, brokerage accounts, variable annuities), comprehensive financial planning, retirement income strategies, estate planning, and insurance advisory (disability, life, long-term care). Services are delivered through direct one-on-one advisor relationships and supported by an online resource center with educational content and financial calculators.

Product overview

Gregory Matthew Wealth Management offers a comprehensive suite of financial advisory services centered on retirement planning, investment management, and wealth preservation. The core offerings include Investment Services (bonds, stocks, IRAs, brokerage accounts, variable annuities), Financial Planning (wealth management, tax strategies, estate planning, retirement plans), and Insurance Services (disability, life, and long-term-care integration). The firm provides personalized, hands-on service through financial advisors Greg Masone (President) and Gregory R. Masone, emphasizing long-term client relationships built on trust and open communication. The company delivers educational content and financial calculators through its Resource Center to support client decision-making.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Services Comprehensive investment management services including bonds, common stock, IRAs (Traditional, Roth, SEP, Simple, Educational), brokerage accounts, Treasury securities, and variable annuities, offered to individuals and families seeking managed investment portfolios.
• Financial Planning Holistic financial planning services covering financial evaluation, wealth management, retirement plans, tax plans, 401(k) and 403(b) planning, college savings plans, estate plans, and employer-sponsored plans, for individuals and families needing comprehensive financial guidance.
• Insurance Services Insurance advisory services including disability income insurance, life insurance integration, and long-term-care insurance to protect families from unexpected financial events, for individuals and families seeking risk management coverage.
• Retirement Planning Specialized retirement strategy development for individuals approaching or in retirement, focusing on income planning, Social Security optimization, and wealth preservation to prevent outliving savings.
• Estate Planning Estate management services to help clients manage affairs during their lifetime and control distribution of wealth after death, including healthcare wishes and trust management, for individuals and families with estate planning needs.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Cetera Wealth Services LLCcoreTechnology or IntegrationCetera Wealth Services LLC is the broker-dealer firm with which Gregory Matthew Wealth Management is affiliated. Securities are offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera provides the regulatory and platform infrastructure for the firm's securities and advisory operations.

Scale indicators3 records

Recent moves3 records

Broad incumbents

• Cetera Financial Group: Parent broker-dealer and RIA network under which Gregory Matthew operates as an Avantax affiliate. Comparable as a wealth management distribution platform but at vastly greater scale, offering the same broker-dealer and investment advisory services to affiliated practices nationwide.
• Fisher Investments: Large investment management firm primarily serving HNW individuals and institutions with portfolio management. Competes for the same individual investor client but is specialized in discretionary portfolio management rather than the holistic family-office-style planning offered by Gregory Matthew.
• Raymond James Financial Services: Diversified financial services firm with a large wealth management arm serving individuals through affiliated financial advisors. Directly comparable in advisor-led brokerage and advisory services to households, but operating as a national brand rather than a single local practice.
• Charles Schwab Wealth Advisory: Schwab's wealth advisory offering combines dedicated CFP-style advisors with the firm's investment platform for HNW households. Competes with Gregory Matthew for the same retirement-and-wealth-planning client but adds brand scale, technology, and lower-cost fund access.

Direct peers

• Mercer Advisors: National RIA providing holistic wealth management, retirement planning, tax, and estate services to individuals and families. Competes for the same HNW household client as Gregory Matthew but operates a multi-office, multi-advisor model.
• Hightower Advisors: Advisor-owned RIA platform serving individuals, families, and institutions with comprehensive wealth planning. Peer in service breadth and target client, but operates via a multi-advisor partnership model rather than a single-affiliate structure.
• Creative Planning: Independent RIA delivering unified financial planning, investment management, and retirement strategies nationwide. Overlaps directly with Gregory Matthew's full-stack wealth offering for individuals and families, though at significantly greater scale.
• Edelman Financial Engines: Large US RIA offering comprehensive financial planning, investment management, and retirement-focused advice to individuals and families. Directly comparable to Gregory Matthew in core services (planning, retirement, estate) but at far greater national scale.

Emerging players

• Betterment: Leading robo-advisor providing automated investment management and retirement planning with optional access to human advisors. Competes for the same retail retirement-planning client Gregory Matthew serves, but with a fully digital delivery model and significantly lower fees.
• Vanguard Personal Advisor: Hybrid robo-advisor offering algorithm-driven portfolio management combined with access to human financial advisors for retirement and wealth planning. Targets the same mass-affluent and HNW retail client but with a digital-first, low-fee model that pressures traditional small RIAs.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/gmwealthmgmt
• LinkedInlinkedin.com/company/gregory-matthew-wealth-management-retirement-planning

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Gregory Matthew Wealth Management