Manhattan Wealth Management Group

Scott Zuckerman is a financial advisor with Manhattan Wealth Management Group in Boca Raton, FL. He holds the ChFC® designation and Series 66 license, with 19 years of industry experience. Prior to his current role, he worked at LPL Financial and operated Bang Promotions, Ltd for two decades. He is the author of a financial planning book titled "Don't Be A Financial Disaster" and the creator of Financial Fitness Passport, a fintech platform offering AI-driven financial education and guidance. Manhattan Wealth Management Group provides discretionary portfolio management and financial planning services to corporations and high-net-worth clients. The firm employs modern portfolio theory and long-term trading strategies, utilizing model portfolios and third-party advisers, and sponsors a wrap fee program.

Mathew Goldberg is a financial advisor at Manhattan Wealth Management Group with 24 years of industry experience. He holds the Series 66 designation and has worked at Manhattan Wealth Management Group since 2010, including prior roles at MPWM Advisory Solutions, LLC and LPL Financial, LLC. He is involved in non-variable insurance activities as a minor part of his business. Manhattan Wealth Management Group provides discretionary portfolio management and financial planning services primarily to corporations and high-net-worth clients. The firm employs modern portfolio theory with a long-term trading approach, utilizing model portfolios and third-party advisers, and manages a wrap fee program alongside offering insurance products.