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  • OUR TEAM
    • Ivana Lotoshynski, CFP®
    • Nick Gantaifis
    • Who We Serve
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    • Retirement Planning
    • College Planning
    • Legacy Planning
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    • Life Insurance
    • Long Term Care Insurance
    • Disability Insurance
  • INVESTMENTS
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  • CONTACT
  • OUR TEAM
    • Ivana Lotoshynski, CFP®
    • Nick Gantaifis
    • Who We Serve
    • Events
  • FINANCIAL SERVICES
    • Retirement Planning
    • College Planning
    • Legacy Planning
    • Debt Management
  • INSURANCE SERVICES
    • Life Insurance
    • Long Term Care Insurance
    • Disability Insurance
  • INVESTMENTS
  • TOOLS
    • Calculators
    • Educational Articles
    • Newsletter
    • Useful Links
  • CONTACT

We provide tailored financial solutions to help enhance your life,
grow your wealth, and enjoy your financial freedom.

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WELCOME TO PEOPLE WEALTH MATTERS, LLC

People Wealth Matters is a comprehensive financial planning firm that offers insurance, investments
and wealth transfer strategies. We assist each client to help build, grow and maintain financial wealth to live
a better quality life. We deliver tailored solutions for retirement, college, and legacy planning
including brokerage, money management and debt evaluation services.


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Securities and advisory services offered through NEXT Financial Group, Inc., Member FINRA/SIPC. People Wealth Matters is not an affiliate of NEXT Financial Group, Inc. To view NEXT Financial Group's privacy and other important information, visit the "Customers" section of www.nextfinancial.com. Investment products and services available only to residents of New Jersey, New York, Pennsylvania and North Carolina. Neither NEXT Financial Group, Inc. or its Representatives give tax or legal advice. Please seek a professional for your specific situation.

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250 Passaic Avenue, Suite 230, Fairfield, NJ 07004