Matthew D. Brenner is a Wealth Management Advisor and Principal of Shelter Rock Wealth Management, LLC based in Sea Cliff, New York. Matthew specializes in retirement planning, portfolio investment management, pension maximization, college funding and life and long term care insurance.
As a Wealth Management Advisor, Matthew uses financial strategies to help minimize investment risk and to work towards portfolio results according to the individual client's financial objectives.
Matthew previously held positions at Morgan Stanley Smith Barney, Bear Stearns, Calico Cottage Inc., and Globix Corporation. This experience, along with his skills as a Wealth Management Advisor, have enabled him to effectively advise clients with their tax deferred investments such as 457, 403(b) and 401(k) investment plans, maximizing pension options, retirement planning and ways to protect their accumulated assets in the event there is a need for nursing or home health care.
Matthew attended Hofstra University for undergraduate studies and most recently Kaplan University for Financial and Investment education.
Matthew resides in Commack, NY with his wife and daughter and is an active member of the Glen Cove Chamber of Commerce, C.L.I.M.B. and a variety of local charitable organizations.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of CA, CT, FL, NC, NJ, NY, PA.