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The Legacy Group Team

Matt Wilkow

  • Financial Planner
  • 3 yrs experience
  • Specializing in Estate, Retirement, and Holistic Financial Planning, in addition to Income Protection, Wealth Management, and Business Planning

Matthew Wilkow is a Financial Planner at The Legacy Group in New York, a financial planning group dedicated to helping high net-worth clients preserve their wealth and high-earning individuals accumulate wealth. Matthew also specializes in working with successful business owners and pre- and post-retirees.

Matthew is guided by a three-dimensional planning approach rooted in a process that ensures decisions are made through a collaboration of financial, legal, and accounting perspectives.  This allows for coordination gaps in existing plans to be identified and aids future planning efforts.

Matthew’s Story:

Matthew was an excellent student and excelled academically. After graduating twentieth in his High School class, Matthew went on to earn a degree in Economics and Business Management from the University of Stony Brook. Matthew earned Summa Cum Laude honors from Stony Brook for his 3.8 GPA. With a desire to help people and use his business and financial acumen, Matthew immediately started working as an intern under a senior financial planner. Matthew was then recruited to work in corporate technology sales, where he excelled for the next several years after college. Matthew won numerous Presidents Club awards, trips, and was promoted at different times in his career. After several years of success, Matthew decided he wanted to go back to his roots and start working as a financial planner once again at The Center for Wealth Preservation.

After a few years of success, to further his mission of helping to make a difference Matthew partnered with The Legacy Group in 2021. Matthew provides holistic planning services to his clients and helps in developing strategies that will lead to life of greater financial choice and freedom.

Matthew is married to his wonderful wife Jessica and they have their daughter Ava, along with a little dachshund at their home in Sayville, NY. Matthew is an active member of his community and enjoys skiing in the winter, golfing in the summer, and spending time with his family.

Matthew is licensed to sell insurance products in the following jurisdictions: New York, California, Connecticut, Florida, Hawaii, Massachusetts, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas, & Wyoming

Matthew is licensed to sell Securities Products in the following jurisdictions:
New York, California, Colorado, Connecticut, Florida, Hawaii, Massachusetts, New Jersey, Pennsylvania, South Carolina, & Texas

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. The Legacy Group is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 6800 Jericho Turnpike. Suite 202 W Syosset, NY 11791 (516) 364-4203. Matthew Wilkow, California Insurance License # 4083568.


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