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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.

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Skip Matthias, Esq.
Catherine Matthias

Rep/Contact Info

Whitney Ferrera
Accounting Associate
Catherine Matthias
Director of Strategy and Operations
Skip Matthias Esq.
Principal
Matthew McCain
Client Service Specialist
Brandy Myers Esq.
Chief Compliance Officer
Ms. Mariangely Soto-Machuca
Client Service Specialist