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At Manhattan Wealth Management Group, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.


Mathew T. Goldberg

Founder / Financial Advisor



Mathew Goldberg founded Manhattan Wealth Management Group, in 2010 after working at a few big Wall Street firms. He believes his prior experience through the rollercoaster of market cycles are an ideal foundation for understanding the...

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Steven Mayer become a Registered Representative in 2000. He currently holds the Charted Retirement Planning Counselor designation with the College for Financial Planning. Steven takes pride in his ability to truly listen to his clients...

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Agustin Hernandez joined Manhattan Wealth Management Group, in August 2019. He has been in the industry since 2000, while working for some of the largest financial institutions.Agustin’s number one priority is to be the best...

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Dana L. Wilson graduated from North Carolina Central University, where she received her Bachelors of Business Administration (BBA). She has over a decade of investment management, insurance, and financial planning experience. She has...

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Robert Miller is an investment manager who advises individuals, families and corporations on their retirement and non-retirement investments. He started his career as an institutional money-market-instruments broker before...

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Daniel was born and raised in Minnesota. Daniel graduated from Indiana University and has a passion for marketing and has spent over 10 years running marketing for one of the largest hospitality companies in the Midwest. He brings his...

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Evelyn Perez

Compliance Analyst

Evelyn helps the office run smoothly, effectively, with a large focus on compliance responsibilities and the client experience. She loves to spend time with her family at their lake house on Lake Lanier creating great family memories.

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Ginette Mayer

Operations Manager

Ginette is a resource for our advisors to help enable them to best serve their clients. This may include compliance oriented tasks, or help with technology. When she is not in the office, she loves to spend time with her grandkids and...

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James Garfinkel provides customized tax-efficient wealth, insurance and estate planning strategies for affluent individuals and their families. James is a trusted advisor with four decades of experience designing solutions to preserve,...

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