OUR COMMITMENT TO EXCELLENCE
At Clear Wave Wealth Management, we are dedicated to providing clients with unparalleled investment services. Our team prides itself on a robust track record of private wealth management experience, combined with tailored concierge service and independence. We strive to create personalized wealth strategies that empower our clients to meet their financial goals with confidence.
JOSEPH M. GALLO, CFA
Managing Partner
Joseph is a seasoned financial advisor with nearly 20 years of experience in financial services, specializing in portfolio management and holistic financial planning. He is dedicated to helping clients navigate their wealth with clarity, integrity, and long-term perspective.
​​
Joseph began his career at a private wealth management firm owned by Goldman Sachs as a Senior Financial Planner, assisting families with their comprehensive financial planning needs. Before becoming a founding partner of Clear Wave, Joseph served as Senior Vice President for over a decade at an independent advisory firm. His roles included working one-on-one with client families on their financial planning needs, while also leading the firm's investment strategy due diligence process.
​
Joseph graduated cum laude from the University of Delaware with a BS degree in Finance with minors in Economics and International Business. He continued his education by earning an MBA from Rutgers Business School with duel concentrations in Finance and Management & Business Strategy.
​
Joseph is a CFA Charterholder, a Registered Insurance Agent, and holds the FINRA Series 65 License.
​​
MATTHEW F. WILK, CFP®
Managing Partner
Matthew is a Certified Financial Planner™ professional with more than 20 years of experience helping individuals and families achieve their financial goals through comprehensive planning and disciplined investment strategies.
​
Before becoming a founding partner of Clear Wave Wealth Management, Matthew served as Senior Vice President at an independent advisory firm for 14 years, working with high net-worth clients across all areas of wealth management. Earlier in his career, he was a Vice President and Senior Wealth Advisor with The MDE Group, and prior to that, a Senior Financial Planner at private wealth management firm owned by Goldman Sachs, where he provided tax, investment, estate, insurance, and retirement planning support to client families.
​
Matthew earned his BA degree in Political Science and English, with a minor in Business Administration, from Villanova University while playing Lacrosse. Furthering his education goals, he obtained his CFP® designation from the College for Financial Planning in Denver, CO.
​Matthew also holds the FINRA Series 65 License and is a Registered Insurance Agent.
COLETTE TATARENKO
Chief Operating Officer
Colette is a graduate of the University of Delaware, where she earned a Bachelor of Science degree with majors in Finance and Marketing, along with a minor in International Business.
​
Colette brings over 15 years of experience in financial operations, client relations, and risk management to Clear Wave Wealth Management. Colette began her career at Morgan Stanley in NYC as Operations Director, providing high-quality trade support and operational supervision with a focus on risk mitigation. She later specialized in private wealth management in 2019, enhancing the client-advisor experience through dedicated relationship management.
​
With a comprehensive understanding of our services and a commitment to excellence, Colette leverages her extensive expertise in operations, compliance, and client service to assist with inquiries, support clients in their day-to-day lives, and oversee Clear Wave Wealth Management’s compliance, training, and continuing education efforts. Colette is dedicated to fostering strong client relationships and providing seamless support in clients' financial journeys.