CAIACFA

    Stephen Santangelo

    Founder and President

    Matriarch Wealth Management, LLC
    Miami, FloridaNo minimum minimum

    About Stephen

    Matriarch Wealth Management aims to help entrepreneurs, business owners, families and individuals achieve what is meaningful to them. Whether it is developing an investment plan to fund a way of life, preparing before receiving a meaningful gain, or building a legacy that supports future generations...

    Areas of focus

    Financial PlanningInvestment ManagementAlternative InvestmentsPortfolio Construction

    Credentials & background

    Designations

    CAIACFA

    Education

    Bachelor of Science (BS), Dual Degree, Finance and Business Management University of Maryland, College Park (2013)

    Clients served

    Corporate ExecutivesProfessional AthletesUltra High Net Worth IndividualsBuilding Industry ProfessionalsEntrepreneursWealthy FamiliesBusiness OwnersBusinesswomen

    The firm

    Matriarch Wealth Management, LLC