The DeMallie Fletcher Group

We are a wealth management group focused on maintaining and growing generational wealth. With an average 30 years in finance, we draw on our extensive experience to guide clients through all the stages of their financial life. From accumulation, to distribution, to generational transfer we are focused on helping our clients meet all their financial and life goals.   Founded by Glenn DeMallie in 1972, the team has managed multiple generations of wealth for over 45 years. Our conservative, value-based investment approach has helped our clients preserve and grow their wealth through bull and bear markets. We believe that capital preservation and the power of compounding should be the foundation upon which a successful, long term strategy is built.We provide a full range of financial services to our clients, with all of our advice and recommendations reflecting our core values of trust and integrity. We consider it an honor that our clients entrust us with their assets, and we manage them as we manage our own money.Thank you for visiting our site, we welcome the opportunity to serve you.
Services Include
  • Wealth Management1
  • Retirement Planning2
  • Trust Accounts3
  • Financial Planning4
  • Precious Metals5
  • Fixed Income6
  • Planning for Education Funding7
  • 401(k) Rollovers
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Location

100 Front St
15th Fl
Worcester, MA 01608
US
Direct:
(508) 751-5676(508) 751-5676
Toll-Free:
(800) 451-4027(800) 451-4027

Meet The Demallie Fletcher Group

About Me

For over 45 years Glenn has been managing wealth and guiding families through all phases of their financial lives. Growing up in Worcester, his interest in investing began as a child saving money from his paper route to go buy single shares of stock at the local trading office. From this early age he began to appreciate the power of compounding and its ability to grow wealth over time. In 1972 he got his start in the business going to work for Spencer Trask as a “Customer’s Man”. Over four decades he has built his practice to operate like a trust department, sheparding his clients’ wealth through various economic and market cycles. An advocate of gold ownership, he also stresses the importance of the distinction between savings and investments. Today he is still guided by his core investment principles of capital preservation and compounding.

A graduate of Denison University, and a United States Navy veteran, Glenn lives in Worcester, MA.
Securities Agent: WA, VT, VA, SC, RI, PA, OR, OH, NY, NM, NJ, NH, NC, MT, MN, MI, ME, MA, IN, IA, GA, FL, DE, CT, CO, CA, AZ; Managed Futures; Transactional Futures/Commodities; General Securities Representative
NMLS#: 1297992

About Me

Matt’s career spans 20 years in corporate finance and investments. A graduate of Williams College (Class of ‘95), he started his investment career at Brown Brothers Harriman, before joining Federal Street Advisors, a private wealth management firm in Boston. In 2002 he pivoted into the start-up world when he co-founded BzzAgent, an internet marketing company.  As Director of Finance, he oversaw a decade of growth as the company expanded from the initial four-person founding team to 100+ employees operating in the US, Canada and UK.  In 2012 BzzAgent was acquired by dunnhumby Ltd., a London based analytics firm. In 2017 he left the start-up world to join the team at Morgan Stanley.

Matt lives in Lexington, MA with his wife Julie, and their three children. He spends his weekends coaching baseball and basketball.
Securities Agent: CT, WA, VT, VA, SC, RI, PA, OR, OH, NY, NM, NJ, NH, NC, MT, MN, MI, ME, MD, MA, IN, IA, GA, FL, DE, CO, CA, AZ; General Securities Representative; Investment Advisor Representative

About Me

For the last 35 years Nancy has run the day-to-day operations of the team. As the face of the team, she handles all client service requests.  She holds FINRA Series 7 and 63 securities licenses allowing her to execute securities transactions on behalf of clients. With an additional focus on account management, and estate and trust administration, she is always available to assist with any client needs as they arise.

A graduate of Bridgewater State University, Nancy lives in Paxton, MA. She is an avid Patriots fan and enjoys traveling with her husband Eddie.
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
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Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
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1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

4Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

5Precious metals are speculative investments and, as such, their value can be subject to declining market conditions.

6Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.

7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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