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Matriarch Wealth Management

EST. AUM
$267,348,262

CONTACTS
1

CLIENT ACCOUNTS
300

Firm Details

Metro area Miami
CRD Number 327099
Website matriarchwm.com
Client types

Overview

Matriarch Wealth Management is built on the legacy of Nonna’s Garden, a foundation established in honor of the founder's grandmother—the matriarch—which supports Memorial Sloan Kettering Cancer Center. The family’s motto has always been, “Success is best when shared.” Nonna’s Garden and its contributions to MSKCC exemplify that ethos, and both are extremely important to the firm. The firm hopes its association with Nonna’s Garden inspires clients to realize their definition of success.

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Investment Preferences

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Address

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

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