• Matthias Private Wealth

  • Matthias Private Wealth

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

    Rep/Contact Info

    Whitney Ferrera
    Accounting Associate
    Jenna Love
    Administrative Assistant
    Catherine Matthias
    Director of Strategy and Operations
    Skip Matthias Esq.
    Brandy Myers Esq.
    Chief Compliance Officer
    Theresa Nowotny
    Accounting Director