A complete list of active advisors currently associated with Matthias Private Wealth, LLC
Warmer can help you find a great advisor at Matthias Private Wealth, LLC or one who fits your needs even better.
Matthias Private Wealth serves high‑net‑worth and individual clients, as well as trusts, estates, charitable organizations, corporations, limited liability companies and retirement plans, providing discretionary and non‑discretionary portfolio management together with financial, estate and charitable planning. The firm also offers tax planning and preparation, tax coordination, consulting, bookkeeping, bill‑pay and special‑asset transaction services in conjunction with its investment advisory work and typically charges percentage‑of‑AUM fees for portfolio management. The firm develops customized Investment Plans for each client, applying fundamental analysis (and occasional technical analysis), allocating across public equities, fixed income, private placements and alternative vehicles, and engaging Sub‑Advisers when appropriate while considering tax implications in rebalancing. Matthias manages accounts on both a discretionary and non‑discretionary basis, has recently implemented in‑house trading capabilities, and coordinates services with outside professionals and affiliated service providers when clients request integrated advice. Notable differences from many peers include a relatively large asset base per advisor—over $240 million in total AUM across a small advisory team—and formal affiliations with a law practice and a business consulting entity that can provide or coordinate legal, tax and consulting work alongside investment management. The firm also discloses board and advisory relationships with outside financial institutions and privately offered funds, and maintains operational controls (including retaining an independent accounting firm for surprise audits) to address custody, in‑house trading and related conflicts of interest.
To learn more about the advisors currently working at Matthias Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Winter Park, FL
| 3
| |
Winter Park, FL
| 8
|
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