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ABOUT OUR LEADERSHIP
Our advisors are passionate, forward-thinking entrepreneurs who are driven to see their clients succeed. Our professionals strive to provide actionable business advice that allows businesses to save money, strategically scale and perform at peak operational efficiency.
Meet our leadership
MATTHEW BERNOCCHI, CFP®
Partner, Wealth Advisor
Expertise: Wealth Management
Parsippany, NJ | 973.859.2199 | mbernocchi@saxwa.com
About
Matt was named partner at SAX in 2025 and is a CERTIFIED FINANCIAL PLANNER® (CFP®) with over a decade of experience. Matt focuses on owners and employees who receive equity in their public or private company, working to minimize tax and reduce risk. He takes pride in educating clients in all areas of financial planning and helping to set and achieve goals.
Matt graduated from The University of Scranton with a degree in Operations Management and Finance.
On a personal note, Matt lives in Wayne with his wife Brannan, their son Brooks and their Bernedoodle Maple. He enjoys being a new father, spending the winter skiing at Stratton Mountain and spending the summer with family at the Jersey Shore.