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Matthew Goldman is an Investment Advisor Representative associated with Condor Capital Wealth Management. Matthew holds a Series 65 license. Matthew has 10 years of experience in the financial services industry. Matthew works with high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans. Matthew is based in Martinsville, New Jersey and is registered in New Jersey.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NJ
03/07/2024 - Present
Condor Capital Wealth Management (MARTINSVILLE NJ)
IA
Issued 02/26/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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