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Matthew Zeigler

Advisor at Sunpointe Investments

Updated today

Location

Wyoming, PA

Credentials

Series 66

Industry experience

17 years

About

Matthew Zeigler is a financial advisor at Sunpointe Investments with 17 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Zeigler has been with Sunpointe since 2022. Sunpointe Investments serves individuals, trusts, estates, charitable organizations, business entities, and retirement plans, including family office and ultra-high-net-worth advisory services. The firm employs a blend of active and passive strategies across traditional and alternative asset classes, emphasizing behavioral management and diversified portfolio construction.

Client services

Based on Sunpointe Investments

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Sunpointe Investments

Private / alternative investments Tax-loss harvesting Wealth management Family Business

Occupation focus

Based on Sunpointe Investments

Founder/Business Owner Executive

Demographic focus

Based on Sunpointe Investments

Retired

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Fee options

Fixed

Fixed fees for financial planning services starting at $10,000 per engagement; Family office services offered on retainer/flat fee basis.

Percentage

Up to 1.50% annually (negotiable, maximum fee for assets under management)

Commissions

Certain Advisory Persons earn commissions as registered representatives and insurance professionals, separate from advisory fees.

Other

Account minimum: $500,000 Minimum fee: Investment management fixed engagement fees ranging from $20,000 to $600,000 per year; Financial planning fixed annual engagement fees starting at $10,000 per engagement; Family office quarterly fixed retainer fee based on advisory fee. Fee-only: Fee-only advisory services; no commissions on advisory fees.

Location

Wyoming, PA

Most active in

Connecticut · Pennsylvania

Work history

Sunpointe, LLC

2022 - Present (4 years)

Bank of America, N.A.

2011 - 2022 (11 years)

Merrill Lynch

2008 - 2022 (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Debt management Cash flow / budgeting Retirement income strategy General tax planning Business sale tax planning
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CFP®, Series 63, Series 65

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College savings (529s, UTMA, etc.)
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Dallas, PA

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Robert G

Series 65

Dallas, PA

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Wealth management Passive / index investing Tax-loss harvesting Retirement income strategy
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