MATTHIAS PRIVATE WEALTH

Entrepreneurship and family business management are central to the founding family and many of our clients, being a substantial component of their overall focus, effort and net worth. Our firm recognized this since the day we opened our doors. The affiliated MPW Consulting, LLC and our collective team appreciate the magnitude of these endeavors and serve as a critical advisor leveraged across all stages, from startup to growth and preparation to exit. We also address matters of succession particularly relevant to most family businesses... High net worth clients require exposure to a vast array of complex investment vehicles. We provide active management of individual publicly traded securities and private placement offerings as independent advisors not incentivized by trades or commissions... We bring a unique perspective to everyone we empower. That perspective comes from how we helped our first ever client - the Matthias family. From clarifying financial goals to establishing..

Also known as: Matthias Private Wealth, LLC

Primary location: Winter Park United States