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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.

Rep/Contact Info

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