Matriarch Wealth Management

We are thrilled to have the opportunity to be able to help these entrepreneurs achieve their full potential! We look forward to being the network's trusted resource for all aspects of their member's wealth management and business planning needs.

November 8th is a great reminder of why Matriarch Wealth Management exists, Nonna. Today is our Matriarch’s 98th birthday in heaven. Matriarch Wealth Management was named in honor of my Nonna. In 2005, at the age of 78, she was diagnosed with T-cell lymphoma and put on a test drug by Sloan Kettering, allowing her to live another 15 years. The following year in 2006, our family founded the Nonna’s Garden Foundation in her honor. Since inception the Foundation has donated over $100mm to cancer research, faith, health, and education across the country. At Matriarch our clients are like family, and we strive to be a valuable asset to them in all phases of their lives. Thank you for everything Nonna. Your memory will always live on ??

We are proud to announce our Strategic Alliance Partnership with The Entrepreneurs Organization of South Florida! EO South Florida EO is for entrepreneurs and founders of businesses making more than $2.5mm in annual revenue. The South Florida Chapter of over 300 members averages $13mm+ in sales and aims to help these leaders grow their businesses in a way that is scalable, sustainable, and consistent. We are honored to have the opportunity to be able to help these entrepreneurs achieve their full potential and be a trusted resource for all aspects of their wealth management and business planning needs. You can learn more about the South Florida Chapter at eosoflo.com

Happy one-year anniversary to our Network Partner Stephen Santangelo, CFA, CAIA and the entire Matriarch Wealth Management team! It's been an amazing journey together, and we look forward to celebrating many more milestones and business growth together. Our advisors are independent but not alone. Matriarch Wealth Management is #PoweredByDynasty. #wealthmanagement #rias #ria #advisors #privatebanking #investmentbanking #financeandeconomy #financialplanning #managementconsulting #privateequity #fintech

While the outcome for Fierceness wasn’t what we hoped, we feel greatful to have had the opportunity to cheer him on at the 150th Kentucky Derby. Great weekend in Louisville with family, friends, and clients supporting Repole Stable. The champ will be back!

Congrats Matriarch Wealth Management on #winning day with family, business partners, and clients. See you at #KYDerby!

Amazing day celebrating a Fierceness Florida Derby victory with our family, friends, and clients. Great to have Dynasty Financial Partners board member Avery Johnson in attendance to cheer us on! We look forward to watching Fierceness run in the Kentucky Derby the first weekend of May! Happy and Healthy Easter to all!

Extremely exciting news for our partners at Impact Capital Private Equity as Mike Repole and Tom Brady join forces with NOBULL ! Brady will become the No. 2 shareholder in Nobull, merging his health and nutrition company, TB12, and apparel company, Brady. We look forward to watching the brand grow! View the full press release here: https://lnkd.in/eTdhjG87

Congratulations to?Stephen Santangelo, CFA, CAIA?and the Matriarch Wealth Management?Team, on their exciting collaboration with Fordham Athletics as the university's inaugural Official Wealth Management Provider. We applaud Matriarch's dedication to community betterment and holistic financial empowerment. Together, they are championing success on and off the field! Our advisors are independent but not alone. Matriarch Wealth Management is?#PoweredByDynasty #wealthmanagement?#independentfinancialadvisor?#RIAs?#financialadvisor?#financialplanning?#businessplanning

We are thrilled to announce our partnership with Fordham Athletics, marking us as their inaugural Official Wealth Management Provider! At Matriarch Wealth Management, we're not just about managing wealth; we're dedicated to fostering community betterment and empowering individuals on their journey to holistic financial well-being. Our collaboration with Fordham University Athletics aligns seamlessly with our shared values, and we can't wait to champion success both on and off the field. https://lnkd.in/emx8WQji Edward M. Kull, MBA, EdD #CommunityPartnership #FordhamAthletics #FordhamUniversity #FinancialWellBeing