Professional Focus & Experience
Matthew Fitzgerald helps clients navigate retirement, investments, and wealth preservation with clarity and confidence. His areas of focus include retirement income strategies, retirement planning, executive compensation and benefits, tax planning, and estate planning. Matthew earned his B.S. in Finance from Rider University and has been recognized throughout his career for excellence, including Five Star Wealth Manager honors in 2015 and 2017 and membership in the Ameriprise Circle of Success from 2012 and 2014–2021, including the Diamond Ring in 2015. He takes pride in helping clients develop clear strategies that provide long-term security and peace of mind.
Community, Values & Life Beyond Work
Outside the office, Matthew enjoys spending time outdoors with his three children, whether it’s sports, fishing, camping, or trips to the shore. He and his family love traveling across the United States, exploring new places, and creating lasting memories together. Golfing is another passion, combining precision, focus, and friendly competition. Matthew is also committed to giving back to the community through volunteer work with Friends of the Black Run Preserve and the South Jersey Food Bank. He is motivated by helping clients achieve financial confidence while making meaningful connections with his family and community.
