Matthew J. Caruso, AIF®, CFP®, ChFC®
Chairman, President & CEO
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 journey in 1997 at the age of 21, serving as an assistant to a leading Portfolio Manager at Salomon Smith Barney, Inc. Matt further enhanced his expertise in investment strategies and financial planning while advancing his career with Independent Financial Marketing Group, a Broker-Dealer serving the investment needs of small to mid-sized regional banking institutions.
Matt joined AXA Advisors, LLC in 2005 as a Financial Advisor and was promoted to Vice President in 2008. In 2010, he founded his own independent financial services firm. Matt believes that an independent business model enables him to deliver objective and tailored financial guidance to clients. This approach allows him to avoid conflicts of interest related to selling proprietary products or having sales quotas, thereby minimizing external pressures and distractions from corporate interests. As an Investment Fiduciary, Matt is solely focused on prioritizing the interests and financial objectives of his clients.
Matt is dedicated to assisting his clients in achieving financial security throughout retirement, while also facilitating the efficient transfer of assets to future generations. He specializes in comprehensive financial planning, investment management, and fostering long-term client relationships, primarily serving individuals in the Hudson Valley region. Additionally, Matt values the opportunity to maintain strong connections with clients who have relocated across the United States by visiting them as needed.
In January 2026, Matt acquired DeLorenzo Financial Planning Associates from his long-time colleague and friend, Albert J. DeLorenzo, Jr., following Mr. DeLorenzo’s retirement. The integration of the two firms has established one of the largest boutique financial planning and investment management organizations in the Hudson Valley. Matt now serves as Chairman, President & CEO of both WealthTrust Financial and DeLorenzo Financial. Together, the combined team is committed to maintaining the high standards of investment management, financial planning, and personalized service that clients have come to expect.
Matt resides in Dutchess County, NY with his wife, Milica, and their two children. Raising their family is of utmost importance to both Milica and Matt. In addition, they appreciate exploring the diverse culinary, social, and cultural opportunities available throughout New York City and the Hudson Valley region.