Wealth Warden Partners
Matthew Rutledge serves as the Chief Operating Officer at Wealth Warden Partners, where leadership encompasses operations, strategy, and growth across financial divisions including hedge funds and wealth management. Prior to this role, extensive experience includes positions in business development at The Beringer Group, where potential assets under management were sourced through outreach, and as an Account Executive at Traliant, achieving significant sales milestones. Additionally, a background in the hospitality industry includes bartending roles at various high-profile events and establishments, complemented by earlier experience in healthcare support and management. Matthew possesses a Bachelor's degree in Kinesiology and Exercise Science from St. Ambrose University and an Associate's degree from Suffolk County Community College in Health and Physical Education/Fitness.
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Wealth Warden Partners
Wealth Warden Partners is a modern financial firm built to serve both individual investors and financial professionals. We specialize in two areas: Financial Planning & Wealth Management – We help individuals, families, and business owners make smart financial decisions through customized planning and investment strategies. Advisor Support Services – We provide outsourced portfolio management, research, and strategy to independent financial advisors and boutique RIAs, empowering them to grow their practices without sacrificing quality. Our mission is to bring institutional-grade research and personalized financial guidance to those who value clarity, simplicity, and strategic thinking. Whether you're an investor looking for expert financial planning or an advisor ready to scale your firm, Wealth Warden Partners has your back.