Achievement is earned, legacies are built Private Wealth Management

David Mattia, CIMA®

Senior Vice President - Wealth Management
Certified Investment Management Analyst (CIMA®)
Private Wealth Advisor

phone

585-218-4540
585-218-4539



phone

888-847-5879





address

400 Linden Oaks
Rochester, NY 14625



Where you are today is the result of purposeful choices and courageous decisions. Now it's time to build your success into a legacy that lasts generations. As a Private Wealth Advisor, I draw upon the firm's global experience to help meet your sophisticated needs. My role is to be a catalyst for helping you achieve your aspirations as well as all that you hope your wealth can accomplish. Talk to me about how I can help you build the legacy that lasts for generations, perhaps centuries.


David Mattia has been recognized as an industry leader

  • Forbes Best-In-State Wealth Advisors, 2019, 2020



Insights

Access the latest views and financial market coverage

Access the latest views and financial market coverage

Top of the Morning Podcasts

Top of the Morning daily podcasts