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
585-218-4540
585-218-4539
888-847-5879
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
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