Mike DeMatteo is a dedicated wealth advisor specializing in comprehensive financial planning, including portfolio management, retirement income strategies, and long-term goal setting. He holds both the RICP® (Retirement Income Certified Professional®) and CPWA® (Certified Private Wealth Advisor®) designations—credentials that reflect his deep knowledge of retirement income planning and advanced wealth management for high-networth individuals.

The RICP® designation equips Mike with specialized knowledge to help clients transition from asset accumulation to creating sustainable retirement income. The CPWA® designation focuses on sophisticated strategies in tax planning, estate planning, and legacy building, allowing Mike to serve as a trusted advisor to clients with complex financial needs.

Mike is passionate about helping individuals and families achieve financial confidence and long-term success through personalized, specialized guidance. 

Outside of work, he enjoys staying active, following his favorite sports teams, and spending time with family. He proudly supports St. Jude Children’s Hospital and the Jimmy V Foundation.