• 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 planning, estates and trusts, succession planning, cash flow, personal & trust finances and business advisory services.

    Rep/Contact Info

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