Our Mission

At The DeMattia Group, every member of our team is dedicated to helping you achieve your financial goals. With over 150 years of wealth management experience, we offer a boutique-like experience, while providing all available resources to tailor our client’s needs. We are honored to share our team has been recognized for three years (2023 , 2024 , 2025, and 2026 ) on the Forbes "Best-in-State Wealth Management Teams” list, handling over $530 million in assets.

No two people are alike. Consequently, there is no single approach to wealth management that is appropriate for everyone. What matters most to you is what matters most to us. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can the team help you position yourself to identify and address financial challenges and potential opportunities. To that end, we thoughtfully employ our experience and resources to help guide you as you pursue your goals.

Working with the team means working with advisors truly dedicated to helping you pursue your goals. The approach is simple, transparent and supported by thoughtful investment guidance aligned to your life priorities. Helping you pursue your goals starts with getting to know you and your family. Understanding what matters most to you helps in the creation of a financial strategy that reflects your investment style and is built around your priorities. You'll receive advice to help you navigate the inevitable changes that can occur in life.

Our process is designed to deliver a customized, comprehensive strategy to assist you not only in wealth accumulation and preservation, but in areas that go beyond investments. Providing you with access to investment insights and the credit and lending capabilities of Wells Fargo offers a way for you to manage all of the pieces of your financial life. We can also help you with potential strategies for transferring wealth to the younger generation.