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.


Let's talk

Meet our team that is always happy to see you

Michael J. Chaffee

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ Professional

About Michael

Matthew D. Clements

CFP®, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ Professional

About Matthew

Jessica Santora


Client Relationship Manager

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