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