Our TeamPeople 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 provide tailored solutions for retirement, college, and legacy planning, including brokerage, money management and debt evaluation services.

Our primary focus is on individuals, families, and business owners who are seeking guidance in creating and implementing their financial plan and are interested in a disciplined approach towards achieving financial freedom and independence. In addition to individuals, we work with small companies, advising on pensions and 401Ks, as well as charitable foundations and endowments providing investment advice and guidance.

People Wealth Matters takes a personal and unbiased approach to each individual’s financial situation and offers solutions based on the client’s financial needs and capacity. We provide clear and transparent explanation of our compensation structure and fees.

The President and Founding Partner of People Wealth Matters, Ivana, has been providing financial solutions to communities since immigrating to the United States from Ukraine in 1996.
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Kate Van Lenten is an administrative assistant with two decades of experience in a variety of industries and driven by a passion for efficiency and organization.
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Sofia Galvez, a graduate of Lone Star College, is located in Houston, Texas and is a Virtual Administrative Assistant to Ivana Lotoshynski, CFP®.
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Our primary focus is on individuals, families, and business owners who are seeking guidance in creating and implementing their financial plan.
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View the events People Wealth Matters has been closely involved with or sponsored.
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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. Financial Professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information on this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. Please seek a professional for your specific situation.

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250 Passaic Avenue, Suite 230, Fairfield, NJ 07004