Together We can create a plan for the future you want
The Matta Wealth Management Group
212-309-3042
855-260-9441
299 Park Avenue
8th, 9th + 11th Floor
New York, NY 10171
Trusted financial advice is more important today than ever. As your Financial Advisors, your financial goals are the focus of everything we do. A comprehensive planning approach informs all of our conversations. It helps us learn all we can about you so we can address your most important priorities. And if your circumstances change over time, or new opportunities arise, we adjust your plan to make sure it's on track.
Whether you're looking to build wealth for the future, protect it for the next generation or create a giving strategy for the people and causes that mean so much to you, we are well-positioned with advice and a plan that will give you greater confidence to pursue all of your life goals.
Nancy Matta, has been recognized as an industry leader
- Forbes Top 250 Women Wealth Advisors, 2020
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