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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
Blair Smith
Client Associate Advisor