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About Us

Who We Are
A Local Firm with a National Footprint

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, click the Schedule a Call button above to get in touch.

Our Partnership with LPL FinancialA Personal Relationship, 
Backed by a National Institution

Our Partnership with LPL Financial
A Personal Relationship, 
Backed by a National Institution

At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and
only the client—in mind.

At Shelter Rock Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Meet the Team
Three Principals. One Shared Commitment.

Iliza Bartels

Iliza S. Bartels, AIF®

Principal, Wealth Management Advisor

516.627.7890

516.908.5003

iliza.bartels@lpl.com

Iliza S. Bartels brings to her financial advisory practice over 20 years of experience in many aspects of finance.

Matthew Brenner

Matthew D. Brenner, AIF®

Principal, Wealth Management Advisor

516.921.1445

516.908.5003

matthew.brenner@lpl.com

Matthew D. Brenner is a Wealth Management Advisor and Principal of Shelter Rock Wealth Management, LLC

Shane Parouse

Shane Parouse, ChFC

Principal, Wealth Management Advisor

516.921.1482

516.908.5003

shane.parouse@lpl.com

After a career on Wall Street, Shane decided to become a Financial Advisor. He thought making a career of helping people understand and succeed at such an important and challenging part of life sounded good! To date, he's helped...

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Sea Cliff Office

Office: 516.921.1445

404 Glen Cove Avenue, Suite 100
Sea Cliff, NY 11579

Schedule a consultation