Matriarch Wealth Management
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
2025 Matriarch Wealth Management, New Yo...Website
www.matriarchwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Matriarch Wealth Management
Matriarch Wealth Management specializes in fiduciary wealth management and legacy planning for entrepreneurs, founders, families, and individuals. They offer personalized services including tax optimization, private investments, and comprehensive management of wealth at every stage of success. The firm operates as a fee-only, SEC-registered investment advisor, ensuring alignment with clients' best interests. Their family office approach simplifies financial complexities, helping clients secure their vision of success and preserve their family legacy.Explore more
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Matriarch Wealth Management specializes in fiduciary wealth management and legacy planning for entrepreneurs, founders, families, and individuals. They offer personalized services including tax optimization, private investments, and comprehensive management of wealth at every stage of success. The firm operates as a fee-only, SEC-registered investm... Read More
