Wealthnest Capital Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WealthNest Capital Inc. provides discretionary and non‑discretionary portfolio management and optional financial planning to individuals (including high‑net‑worth clients), corporations and other business entities. The firm prepares an Investment Policy Statement for each client and states it has no account minimum for services.
WNCI applies a range of analytical methods — including charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — and implements long‑term, short‑term and options trading strategies (including covered options) as part of client portfolios. The firm typically seeks limited discretionary authority to execute the IPS it creates and states it does not use margin or leverage when implementing option strategies.
Distinctive features in the brochure include an explicit statement that WNCI does not charge performance‑based fees (contrary to a small minority of peers that do) while still employing derivatives in managed accounts, a combination that is less common among similar firms. The firm is a small advisory team managing roughly $34 million in discretionary assets, has applied for SEC registration, and maintains formal policies (Code of Ethics, trade aggregation and trade error policies) to address conflicts such as affiliated insurance commissions.
Client services
Expertise
Fee options
Financial planning fixed fees between $500 and $2,500
Not to exceed 2.00% annually (fee negotiable)
Fee-only: Financial planning fixed fees between $500 and $2,500
Main office
1336 Forest Avenue
Staten Island NY 10302
Advisors at this office
2
Most active in
New Jersey · New York · Texas
Also doing business as
Matthew Capital Management, Inc. · Wealthnest Capital Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Matthew A
Series 63, Series 65
Staten Island, NY
Wealthnest Capital Inc.
Matthew Alimena is a financial advisor at WealthNest Capital Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WealthNest Capital since 2015. In addition to his advisory role, he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. WealthNest Capital Inc. serves individual and high-net-worth clients, providing tailored financial planning and portfolio management. The firm employs multiple analytical approaches, including fundamental, technical, and quantitative methods, and is notable for offering performance-based compensation arrangements and the use of derivatives and options strategies in separately managed accounts.
Amit B
Series 63, Series 65
Staten Island, NY
Wealthnest Capital Inc.
Amit Bose is a financial advisor at Wealthnest Capital Inc. with 28 years of industry experience. He previously worked at Western International Securities, Inc. for eight years. Outside of his advisory role, he serves as president of Synergy Global Group Inc., a management consulting firm specializing in new products and services. Wealthnest Capital Inc. serves individual and high-net-worth clients with tailored financial planning and both discretionary and non-discretionary portfolio management. The firm employs multiple analytical approaches and diversified investment strategies, including options and derivatives, and manages approximately $27 million across fewer than 100 client relationships.
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