• Matthias Private Wealth

    • Wealth Management
    700 West Morse Boulevard
    Suite 201
    Winter Park, FL 32789
    (407) 691-3300
    • About

      A Family Office for Comprehensive Wealth Management. We offer a full spectrum of financial services out of one office to include investments, tax, estates and trusts, succession, cash flow, finance, business, family or otherwise.

    • Whom to Contact

      • Nuria Clark
        Administrative Assistant
        Phone: (407) 691-3300
      • Whitney Ferrera
        Accounting Associate
        Phone: (407) 691-3300
      • Linea Knox
        Accounting Associate and Compliance Officer
        Phone: (407) 691-3300
      • Catherine Matthias
        Director of Strategy and Operations
        Phone: (407) 691-3300
      • Skip Matthias, Esq.
        Principal
        Phone: (407) 691-3300
      • Frank Morera, CPA
        TAX DIRECTOR INTERNATIONAL AND DOMESTIC SERVICES
        Phone: (407) 691-3300
      • Brandy Myers, Esq.
        Chief Compliance Officer
        Phone: (407) 691-3300
      • Theresa Nowotny
        Accounting Director