Ginny Colarusso
Advisor at Jeffrey Matthews Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Jeffrey Matthews Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Florham Park, NJ 07932
Credentials
Series 63, Series 65
Industry experience
24 years
Ginny Colarusso is a financial advisor at Jeffrey Matthews Wealth Management, LLC with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The GMS Group, L.L.C. for over 20 years before joining her current firm in 2022. Outside of advising, she is a yoga instructor, owns an online small business and meditation website called Good Karma Chick, LLC, and volunteers as a troop treasurer for local Girl Scout troops. Jeffrey Matthews Wealth Management, LLC serves individuals, high-net-worth clients, retirement and trust accounts, and institutional clients. The firm employs a variety of investment strategies, including discretionary and non-discretionary approaches, and offers portfolio management, referrals to independent money managers, customized financial planning, and educational seminars.
Based on Jeffrey Matthews Wealth Management, LLC
Based on Jeffrey Matthews Wealth Management, LLC
Negotiable flat fee may be available for financial planning depending on complexity
$25,000 - $499,999: 1.5% $500,000 - $999,999: 1.25% $1,000,000+: 1.0%
Standard rate $200 per hour for financial planning services; negotiable
Account minimum: $25,000 Fee-only: Financial planning services at $200 per hour; negotiable and flat fees may be available
30 B Vreeland Road, Suite 210
Florham Park, NJ 07932
California · New Jersey · New York
Jeffrey Matthews Wealth Management, LLC
2022 - Present (4 years)
The Jeffrey Matthews Financial Group, LLc
2022 - Present (4 years)
The GMS Group, L.L.C.
2019 - 2022 (3 years)
The GMS Group, L.L.C.
2002 - 2019 (17 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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