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Our financial advice team


Nick Dematteis, Private Wealth Advisor serving the Greenwich, CT area - Ameriprise Advisors

Nick Dematteis

Private Wealth Advisor

Managing Director of
The Executive Wealth Group

An Ameriprise Private Wealth Advisor

14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 11 reviews
See disclosures

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

Areas of focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Saving for Education

Education

  • B.S. Finance, Fordham University, New York NY

Awards & recognition

  • Ameriprise Circle of Success, 2021-2023
  • The Executive Wealth Group, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Nick is a regular St. Jude Children's Hospital volunteer and donor.