Wells Fargo Advisors
41yrs
Top advisor by experience in Ramsey
7yrs
Matthew Stack
Financial advisor at Integrated Wealth Concepts
Matthew Stack is a financial advisor in Ramsey, New Jersey, with 7 years in the industry. After a year at Modera Wealth Management, Matthew joined Integrated Wealth Concepts in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Matthew holds the CFP® designation.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeRamsey, NJ
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$781,916
Advisors at the firm475
States licensed ?1 state
Services through Integrated Wealth Concepts
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2022 – nowIntegrated Wealth Concepts LLCCurrent firm
- Apr 2019 – Jan 2020Modera Wealth Management, LLCPreviously
Contact Matthew
(781) 890-3045Firm headquarters in Waltham, MA. Ask for Matthew. Ramsey, NJOffice · Get directions YouTube channelIntegrated Wealth ConceptsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Matthew
Tailored to Matthew’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Matthew
How do I contact Matthew?
Call Integrated Wealth Concepts at (781) 890-3045 and ask for Matthew Stack. Matthew works from the Ramsey, NJ office.
How long has Matthew been a financial advisor?
Matthew has been in the industry since 2019, about 7 years. 7 years in the industry.
What licenses does Matthew hold?
Series 63. Tap any license on this page to see what it allows.
Is Matthew a fiduciary?
Matthew is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Matthew paid?
Integrated Wealth Concepts reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Matthew for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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