Matthew Zeigler

    Managing Director

    Sunpointe Investments
    Wyoming, Pennsylvania18 years experienceNo minimum minimum

    About Matthew

    Matt is a Managing Director and Private Wealth Advisor at Sunpointe Investments, specializing in helping business owners and operators scale up their businesses. With over 16 years of experience in financial planning and investment management, Matt has gained valuable insights into how individuals, ...

    Areas of focus

    Financial PlanningTax PlanningSuccession Planning

    Credentials & background

    Licenses

    Series 66SIESeries 7

    Education

    Bachelor of Arts University of Hartford (2004)

    Clients served

    Business OwnersHigh Net Worth IndividualsUltra High Net Worth IndividualsBusinesswomenWealthy Families

    Registered in

    Connecticut, Pennsylvania

    The firm

    Sunpointe Investments