Advisor photo for Matthew R Rotella

Matthew R Rotella

CFP®, CKA®

Private Wealth Advisor
Business Financial Advisor
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • About Ameriprise

    For over 125 years, Ameriprise has been committed to putting clients’ needs first.
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  • How I work

    I provide personalized advice based on what’s most important to you.
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  • Financial advice

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Navigate the future with confidence

Markets may fluctuate, but personalized financial advice can help you stay focused on the long term. I take the time to understand you and your goals and provide advice to help you stay on track to reach them. If you’re ready to learn more, I’m ready to help. Let’s meet for an initial complimentary consultation.

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Featured insights

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Honored to receive recognition

I’m honored to announce I’ve received a 2024 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients.

Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.