Everyone has their own definition of success, and it usually goes far beyond financial considerations. Matriarch Wealth Management aims to help entrepreneurs, business owners, families and individuals achieve what is meaningful to them. Whether it is developing an investment plan to fund a way of life, preparing before receiving a meaningful gain, or building a legacy that supports future generations, we work side by side with clients to help them secure their vision of success.

Matriarch Wealth Management is built on the legacy of Nonna’s Garden, a foundation established in honor of our grandmother-our matriarch-which supports Memorial Sloan Kettering Cancer Center. Our family’s motto has always been, “Success is best when shared.” Nonna’s Garden and its contributions to MSKCC exemplify that ethos, and both are extremely important to the firm. We hope our association with Nonna’s Garden inspires clients to realize their definition of success.

To that end, we believe that everyone needs a well-thought-out financial plan to ensure their assets will be properly invested to meet their financial and lifestyle priorities. At Matriarch Wealth Management, we create every client a sophisticated and thorough investment plan, and work to be a trusted resource for all the financial elements of our clients’ lives.

At Matriarch we offer the following services to our clients:

Charitable Giving & Philanthropic Strategies
Corporate Cash Management
Comprehensive Wealth Planning
Concentrated Position Management
Founder & Executive exit planning
Investment Management
Multi-Family Office Services
Portfolio Construction
Pre-Transaction Analysis
Private Stock Lending
Tax Alpha Investment Strategies

The content is for informational purposes only, not an offer to buy/sell any security or service. It is not investment advice and should not be relied on for decisions. Third-party info is from sources believed reliable but not guaranteed. Thank you, Matriarch Wealth Management.

Matriarch Wealth Management

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