• Matthias Private Wealth

  • Matthias Private Wealth
    Categories

    Wealth ManagementEstate Planning

    About Us

    A Family Office for Comprehensive Wealth Management. We offer a full spectrum of financial services out of one office to include investments, tax planning, estates and trusts, succession planning, cash flow, personal & trust finances and business advisory services.

    Highlights

    Rep/Contact Info

    Whitney Ferrera
    Accounting Associate
    Catherine Matthias
    Director of Strategy and Operations
    Skip Matthias Esq.
    Principal
    Brandy Myers Esq.
    Chief Compliance Officer
    Theresa Nowotny
    Accounting Director
    Ms. Jenna Schilling
    Client Service Associate