New York, NY Office

Matriarch Wealth Management is a small advisory firm that serves individuals (including high‑net‑worth clients), trusts, retirement plans and business entities with portfolio management, financial planning and retirement plan consulting. The firm provides discretionary portfolio management as well as non‑discretionary advice and may recommend or engage third‑party managers and model portfolios.

Its investment process blends fundamental and sector analysis with modern portfolio theory and can employ both active and passive strategies across a broad range of asset classes. Portfolios may include traditional equities and fixed income as well as alternatives, private funds, digital assets, structured products, options and use of margin, and the firm monitors and rebalances holdings on an ongoing basis.

Matriarch is notable for integrating platform and network relationships into its service model — including reliance on a TAMP/OCIO program through a network partner and use of an order‑management tool to implement strategies in “held‑away” retirement and benefit accounts (401(k)s, HSAs, 403(b)s, 529s). The brochure also discloses that representatives are licensed insurance agents and highlights potential conflicts tied to rollover recommendations and platform/program fees, and the firm’s willingness to use complex or illiquid investment vehicles is more expansive than is typical for many small supported advisers.