Matriarch Wealth Management
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Matriarch Wealth Management is a boutique financial advisory firm specializing in comprehensive wealth management services for ultra-high-net-worth individuals, families, and entrepreneurs. Founded by Stephen Santangelo, CFA, CAIA, the firm offers a range of services including active tax loss harvesting, cash flow optimization, charitable giving strategies, and investment management. With a focus on personalized service, the firm also provides multi-family office services, portfolio construction, and pre-transaction analysis. The team, which includes experts like Joseph Rodriguez and Kathryn Webb, brings decades of experience from leading financial institutions like UBS and J.P. Morgan. Matriarch Wealth Management is committed to helping clients achieve their financial goals and build lasting legacies.
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