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Matriarch Wealth Management
Matriarch Wealth Management is an SEC-Registered Investment Advisor and fee-only fiduciary providing comprehensive wealth management. The firm offers family...
Overview
Matriarch Wealth Management is an SEC-Registered Investment Advisor and fee-only fiduciary providing comprehensive wealth management. The firm offers family office advisory and legacy planning, business owner liquidity and exit planning, tax planning and optimization, and private investment access. It delivers a boutique, family-office experience centered on discretion, responsiveness, and genuine partnership.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Stephen Santangelo
CFA, CAIA — Founder & President
Joseph Rodriguez — Director of Operations
Kathryn Santangelo — Director of Marketing
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