Dakota
Dakota
Book a Demo
Talk to an Expert

Duffy Mathias Private Wealth

EST. AUM
$770,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area Phoenix
CRD Number
Website duffymathias.com
Client types

Overview

Duffy Mathias Private Wealth is a Scottsdale-based advisory firm specializing in wealth management for high-net-worth individuals, corporate executives, and families. The firm operates as a partner practice under the Xcelsior Advisor Partners (formerly Excelsior Advisor Network) platform. Led by award-winning advisors, the firm focuses on intentional, long-term financial strategies and personalized guidance through various market cycles. They prioritize a fiduciary commitment to client interests, offering a range of services from retirement solutions to complex legacy planning.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy