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About Moceri Wealth Management
Why We Built This
To the families who’ve trusted us over the years — this firm was built because of you, and for you. You know the work we do. You’ve seen the plans we build and the calls we make to your CPA, demonstrating our commitment to enhancing your client experience. We stay on top of the details that most advisors let slip, and that hasn’t changed. What has changed is that we’re no longer operating within a system that wasn’t designed to prioritize your needs first.
Moceri Wealth Partners is the firm we always wanted to build — one where every decision starts and ends with what’s best for the families we serve. We focus on tailored financial planning and investment strategies that work for you. No corporate product menus. No proprietary platforms. No limitations on how we invest, plan, or coordinate on your behalf. Just the same work you’ve come to expect, without the constraints.
Matthew C. Moceri
President & Director of Wealth Strategies
Matthew has worked in financial services since 2012, spending the majority of his career at Merrill Lynch advising high-net-worth families. This extensive client experience has equipped him with a deep understanding of financial planning, institutional-caliber planning, and the investment strategies necessary for effective portfolio construction. Additionally, he excels at the cross-functional coordination required across tax, estate, and investment decisions.
Registrations & Licenses: Series 7 | Series 66 | Series 63 | Life Insurance | Accident & Health Insurance | Variable Annuities
Contact Matt:
For inquiries about enhancing your client experience through tailored financial planning and effective investment strategies, please reach out via email at matthew@moceriwealth.co or call (586) 855-7352.
Beyond the Office
For those of you who’ve become more than clients over the years — you already know most of this. But for the record:
Rosemary and I have been married for eleven years. We’re raising three kids — Salvatore (8), Antonino (5), and Maria, who turns two this July. They’re the reason I think about legacy the way I do, and they keep me honest about what actually matters.
My relationship with God is the foundation of everything — how I treat people, how I make decisions, and how I run this firm. We believe we’re called to be faithful stewards of what we’ve been given, and we hold ourselves to that standard every day.
Outside of work, you’ll find me running my kids to soccer practice — a sport that meant everything to me growing up and earned me a college scholarship — trying to perfect a traditional Italian dish passed down through generations, or out on the golf course, on the water, or logging a few miles on the road.
Everything I do comes back to the same thing: showing up for the people who matter most. That’s true at home, and it’s true at Moceri Wealth Partners, where we prioritize the client experience in every aspect of our financial planning and investment strategies. We’re just getting started, and we look forward to continuing to serve your family for years to come.
Grace Militello
Director of Client Experience
Grace is a finance student at Walsh College pursuing her Bachelor’s in Business Administration, where she is building a strong foundation in client experience, financial planning, and financial operations. She is known for forging strong relationships, delivering personalized service, and maintaining a high level of accuracy and accountability. Outside of her professional interests, Grace has a passion for fashion as a form of creative expression. She enjoys traveling and proudly considers herself to be a sushi connoisseur. Additionally, she is working toward becoming bilingual while also exploring various investment strategies.
Contact Grace:
Email: grace@moceriwealth.co
Phone: (586) 495-5358
For an exceptional client experience in financial planning and investment strategies, feel free to reach out.