Mathew Goldberg is a Series 66-credentialed advisor with 25 years of experience, currently with Manhattan Wealth Management Group in New York, NY. His career includes roles at MWMG Advisors, Mpwm Advisory Solutions, Chase Investment Services Corp., and Wells Fargo Clearing. Manhattan Wealth Management Group is an SEC-registered investment adviser offering portfolio management, financial planning, and retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm employs a modern portfolio theory-based investment approach, utilizing a combination of internally managed assets, third-party managers, and model portfolios.

Agustin Hernandez is a financial advisor at Manhattan Wealth Management Group with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial LLC, MPWM Advisory Solutions LLC, and Private Advisor Group, LLC. Manhattan Wealth Management Group is an SEC-registered investment adviser that provides portfolio management, comprehensive financial planning, and workplace retirement-plan services to individuals, trusts, estates, plan sponsors, and business entities. The firm applies a modern portfolio theory-based investment approach, utilizing strategic asset allocation, third-party managers, and model portfolios to tailor solutions according to client objectives.