Our team approach provides clients with the highest level of personalized service.

Meet Our Team

After many years in the business, we have developed a reputation for educating clients in an easy-to-understand manner so they can be confident along the journey to achieving their financial goals.

Matthew J. Caruso, AIF^®, CFP^®, ChFC^®

Chairman, President & CEO

(845) 445-1500

(845) 584-5850

matthew@mywealthtrust.com

Matt developed an early interest in finance and investing, which led him to earn the degree of Bachelor of Business Administration in Finance, Cum Laude, from Pace University's Lubin School of Business. He began his professional...

Margaret A. Rzeznik

Client Relationship Manager

(845) 445-1500

margaret@mywealthtrust.com

Margaret manages the office and day-to-day operations of WealthTrust Financial. She currently lives in Chester, NY, with her husband John and their three children. They all enjoy taking part in local community events and attending...

Maria G. Figurski

Director of Operations

(845) 445-1500

maria.figurski@lpl.com

Maria, known to many as “Gaby,” has been a trusted member of the firm for over 20 years. As Director of Operations, she is instrumental in ensuring timely and accurate account processing and management. Affectionately referred to as...

Our team approach provides clients with the highest level of personalized service.

Meet Our Team

Matthew J. Caruso, AIF®, CFP®, ChFC®

Margaret A. Rzeznik

Maria G. Figurski

Matthew J. Caruso, AIF^®, CFP^®, ChFC^®