Matthew D. Brenner, AIF®
Principal, Wealth Management Advisor
About Matthew D. Brenner, AIF®
Matthew Brenner is a veteran Wealth Management Advisor and Principal of Shelter Rock Wealth Management, LLC, with over 16 years of experience located in Sea Cliff, New York. Dedicated to helping clients protect and grow their wealth, Matthew designs tailored financial strategies focused on mitigating investment risk while aligning portfolios with personal financial objectives.
Areas of Expertise
- Retirement & Pension Planning: Specialized management of Individual Retirement Accounts, 401(k), 403(b), and 457 tax-deferred accounts, alongside advanced pension maximization strategies.
- Investment Portfolio Management: Objective-driven portfolio design built to balance risk and return for Individual Investment Accounts
- Family Wealth & Education: Customized college funding strategies.
- Asset Protection & Insurance: Comprehensive long-term care, nursing home health care coverage, and life insurance solutions to safeguard lifetime accumulations.
Professional Background & Education
Matthew leverages a diverse corporate and financial background, having previously held positions at leading financial institutions and fortune 500 companies.
He completed his undergraduate studies at Hofstra University and advanced his specialized training in finance and investments at Kaplan University while also obtaining the AIF® (Accredited Investment Fiduciary) designation from FI360 over 10 years ago.
Community
Committed to supporting his local community, he is a member of the Glen Cove Chamber of Commerce, C.L.I.M.B., Toys for Tots, N2SB and several other regional charitable organizations.