• Matthias Private Wealth

  • Categories

    Wealth Management

    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, estates and trusts, succession, cash flow, finance, business, family or otherwise.

    Rep/Contact Info

    Nuria Clark
    Administrative Assistant
    Whitney Ferrera
    Accounting Associate
    Linea Knox
    Accounting Associate and Compliance Officer
    Catherine Matthias
    Director of Strategy and Operations
    Skip Matthias Esq.
    Principal
    Frank Morera CPA
    TAX DIRECTOR INTERNATIONAL AND DOMESTIC SERVICES
    Brandy Myers Esq.
    Chief Compliance Officer
    Theresa Nowotny
    Accounting Director

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