Transparency. Partnership. Alignment.

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The fit and feel of a boutique wealth management practice with the backing and support of a Fortune 500 company.

Matthew S. Wunder named one of the best advisors. Again.

His dedication and passion for putting clients first and helping them live the life they want has made him a top financial advisor in the industry. Congratulations!

Plan For Your Future Now

Get to Know You

Before we can offer solutions, we need to get to know you. An initial conversation will focus on your wants and your needs – what you want for your family and what you are currently doing. It's about bringing to light what is most important to you and making sure you're on the right path.

  • Analyze Your Needs – When assessing your needs, we will compare your existing financial picture with your future financial goals. We will prepare an integrated financial plan pulling together all of the financial interrelationships that exist between insurance, education, retirement, your portfolio and your estate. Together we will determine cause and effect relationships tied to the strategy of your plan so you will know and understand what you may need to do differently and why.
  • Identify Solutions – Once we've gathered the necessary information and presented you with your plan, we will provide you with a variety of options to help you decide on the solutions that best fit your needs and fulfill your goals. These solutions will include an analysis of the risks involved.
  • Keep in Touch – Because your situation and your needs will inevitably change, we will establish a schedule to stay in touch, monitoring the progress of your goals outlined in your plan and updating them based on feedback we get from you.

Wunder Financial provides quality service to a variety of clients in the tri state area and throughout the United States. The relationship we establish with you enables us to offer the solutions you need to make the right choices. It is a partnership you can rely on when making the most important decisions of your life, both now and in the future.

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The Financial Times 400 Top Financial Advisors is an independent listing produced annually by the Financial Times (April 2019). The FT 400 is based on data gathered from advisors, broker-dealer home offices, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: assets under management (AUM), asset growth, compliance record, experience, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the brokerages nor the advisors pay a fee to the Financial Times in exchange for inclusion in the FT 400.

Matthew S. Wunder, CLU®, CFP®
Wealth Management Advisor

Wunder Financial

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