Vincent A. Mattone, CFP®
Vincent A. Mattone is a Senior Wealth Advisor with ACM Wealth, where he combines advanced wealth management expertise and a proven process with a creative mindset to streamline complex financial problems and deliver sound financial planning and investment advice. When partnering with clients, he considers not only the individual and family, but also the corresponding trusts, estates, and retirement plans of their respective closely held family businesses.
Vincent’s 15-year career has included wealth manager and financial advisor roles with TD Wealth Private Client Group, AllianceBernstein, and Morgan Stanley. He holds a B.A. in Economics and Political Science from Union College and the CERTIFIED FINANCIAL PLANNER™ certification.
Vincent takes an education-based approach that arms clients with the information they need to assess their options and make informed decisions that are right for them. He works with them to overcome behavioral tendencies that lead to emotional financial mistakes as he crafts a customized plan that defines their goals, then implements strategies to achieve them. Working in partnership with his clients and other trusted advisors, he believes in a team-based approach that leverages collective expertise and input to best serve the unique needs and aspirations of each client.
Committed to giving back to his alma mater, Vincent is the President of the Union College Alumni Council and an Alumni Trustee on the college’s Board of Trustees. He is actively involved in his community as a volunteer for several charitable and non-profit organizations and is also a member of the Financial Planning Association of Long Island.
Vincent lives on Long Island, NY, with his wife and young children. He enjoys spending time with his family, whether managing their active events calendar or spending downtime at the beach.