Meet the professionals who can help you pursue your goals

We guide individuals and families toward their ideal retirements.

Core Firm Overview

  • Who We Are

    Dworetsky Financial is a Registered Investment Advisor (RIA) operating under a strict fiduciary standard. As an independent firm, our sole commitment is to act in the best interests of our clients, free from conflicts of interest.

  • Our Mission

    To help successful families safeguard, grow, and strategically transfer their wealth — ensuring long-term financial security and a lasting legacy for future generations.

  • Our Difference

    We provide coordinated, holistic financial oversight that mirrors the sophistication of a traditional family office. Our in-house team includes experienced attorneys and CPAs who work together seamlessly with our advisors, ensuring that investment, tax, and estate planning strategies are fully integrated and executed under one roof. This approach eliminates the gaps that can occur when professionals operate in isolation, giving our clients a unified and proactive financial strategy.

Experienced, Dedicated, Focused

Our team of licensed financial professionals dedicates countless hours to expanding their knowledge and expertise, ensuring they provide you with the best retirement solutions. Here are some of the licenses and certifications our advisors hold:

  • Series 6, 7, 65 and 66 Licenses


  • Certified Public Accountant (CPA)


  • Health and Life Insurance Licensure


  • LLM in Taxation

Possessing these qualifications allows us to take a solution-focused approach tailored to each client’s unique needs while also setting a standard they can rely on.

Founders

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Matthew Dworetsky

CEO & Retirement Planning Specialist

Matt Dworetsky is the co-founder of Dworetsky Financial and the author of Retire with Abundance. For more than a decade, he has helped individuals, families, federal employees, and business owners make informed decisions about their wealth and develop strategies aligned with their long-term goals.

Matt co-founded Dworetsky Financial with Rob Jacobs after recognizing that many families lacked access to coordinated, comprehensive wealth management. He set out to create a firm that brings together investment management, tax strategy, estate planning, and multigenerational wealth planning within one cohesive approach.

Matt developed a family-office-style model designed to make the level of coordination traditionally associated with private family offices available to individuals and families within the community. At Dworetsky Financial, investment management, tax strategy, and estate-planning services are addressed by a unified team of professionals employed by the firm—not by separate firms or disconnected outside entities. This integrated structure allows each area of a client’s wealth strategy to be considered and managed as part of one coordinated plan.

Matt’s approach begins with understanding each client’s circumstances, priorities, and concerns. He emphasizes thoughtful planning, clear communication, and practical guidance, helping clients understand where they stand and how each financial decision supports their broader objectives. He values long-term relationships built on trust, transparency, and consistent service.

Outside the office, Matt and his wife, Lynn, are raising their children in Monroe and are active members of the local community. His connection to the community continues to shape the mission of Dworetsky Financial: to provide families and business owners with comprehensive, coordinated wealth management under one firm.

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Rob Jacobs

Managing Partner & Retirement Planning Specialist

Rob Jacobs, Founder of Dworetsky Financial and Galway Securities, brings decades of experience in the financial services industry, helping clients preserve wealth, minimize taxes, and create income strategies designed to last a lifetime. Known for his steady guidance and personal approach, Rob blends deep market knowledge with a genuine understanding of each client’s goals, ensuring strategies that are both practical and enduring.

Rob Jacobs is an investment advisory representative of and provides advisory services through Star Wealth Advisors. Dworetsky Financial and Star Wealth Advisors are separate and unaffiliated entities.

Rob began his career on Wall Street in 1969, where his drive and determination led him to become a founding partner of Galway Securities. Following the events of September 11, 2001, he chose to transition to the insurance industry — carrying forward a wealth of market expertise and a profound respect for the importance of protecting what matters most. His decades of experience have given him a clear perspective: financial strategies are not just about numbers, they’re about securing the future for families and businesses.

A veteran of the New York Army National Guard, Rob was honorably discharged as a noncommissioned officer. His service instilled in him the values of discipline, loyalty, and commitment — principles that guide his work to this day. He is also a proud supporter of the Wounded Warrior Project in honor of his son, Rob JR., a disabled combat veteran.

Rob and his wife, Karen, have been married for over 50 years. They take great pride in their three children, 15 grandchildren and two great-grandchildren. For Rob, family is at the heart of everything — a constant reminder that the real purpose of financial planning is to protect, nurture, and pass on the values and security that matter most.

Rob Jacobs is an Investment Advisory Representative of and provides advisory services through Star Wealth Advisors, LLC. Dworestsky Financial and Star Wealth Advisors are separate and unaffiliated entities.

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Advisory Team

Bryn Heath

Retirement Planning Specialist

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John Willard

Financial Advisor

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Matthew Kaufman

Retirement Planning Specialist

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Robin Reji

Investment Advisor

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Bryan Britchkow

Financial Advisor

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Jonathan Tomassi

Financial Advisor

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Sam Ramos

Financial Advisor

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Legal Team

Daniel Castricone

Director of Estate Planning Services

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Jacob G. Krief, Esq., LL.M.

Attorney

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Nino Amonishvili

Estate Planning Paralegal

Management Team

Gary Frattalone

Head of Business Development

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Rachael Engallena

Head of Operations

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Client Support Team

Eric Wares

Administrator

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