Stephen Santangelo

Q: What is Stephen Santangelo email address?

Email Stephen Santangelo at ssantangelo91@gmail.com. This email is the most updated Stephen Santangelo email found in 2026.

Q: How to contact Stephen Santangelo?

To contact Stephen Santangelo send an email to ssantangelo91@gmail.com. If you want to call Stephen Santangelo try calling on +19739797609 and +17742410136. (updated on October 30, 2024)

Founder and President at Matriarch Wealth Management | Miami, Florida, United States

About Stephen Santangelo

Stephen Santangelo, as the Founder and President of Matriarch Wealth Management, plays a pivotal role in guiding the firm’s mission to empower entrepreneurs, business owners, families, and individuals in realizing their financial aspirations. With a focus on ultra-high-net-worth (UHNW) clients and family offices, Stephen leverages his extensive expertise in financial analysis, asset allocation, and portfolio assessment to craft tailored investment strategies that align with each client’s unique goals. Under his leadership, Matriarch Wealth Management has developed a reputation for its personalized approach, ensuring that clients not only achieve their immediate financial objectives but also build a lasting legacy for future generations.

Stephen is currently spearheading several key projects that underscore the firm’s commitment to holistic wealth management. These initiatives include the development of comprehensive investment plans that address the complexities of wealth accumulation and preservation, as well as strategies for effective rebalancing to optimize portfolio performance. His proficiency in data analysis and teamwork fosters a collaborative environment where innovative solutions are crafted to meet the dynamic needs of clients. By utilizing advanced tools such as Microsoft Excel and PowerPoint, Stephen ensures that clients receive clear, actionable insights that empower them to make informed financial decisions.

At Matriarch Wealth Management, Stephen Santangelo is not just a financial advisor; he is a dedicated partner in the journey toward financial independence and legacy building. His unwavering commitment to client success, combined with his deep industry knowledge, positions him as a trusted leader in the wealth management sector. For more information on how Matriarch Wealth Management can help you achieve your financial goals, visit www.matriarchwm.com.

Stephen Santangelo Work

Founder and President at Matriarch Wealth Management in June 2023 to Present

Senior Wealth Strategy Associate at UBS in January 2019 to May 2023

Investment Specialist at J.P. Morgan Private Bank in September 2017 to January 2019

Stephen Santangelo Skills

Microsoft Excel

Microsoft Office

Social Media

About Stephen Santangelo's Current Company

Matriarch Wealth Management

Discover more about Matriarch Wealth Management

Frequently Asked Questions about Stephen Santangelo

What is Stephen Santangelo email address?

Email Stephen Santangelo at [email protected]. This email is the most updated Stephen Santangelo email found in 2026.

What is Stephen Santangelo phone number?

Stephen Santangelo phone number is +19739797609 and +17742410136.

How to contact Stephen Santangelo?

To contact Stephen Santangelo send an email to [email protected]. If you want to call Stephen Santangelo try calling on +19739797609 and +17742410136. (updated on October 30, 2024)

What company does Stephen Santangelo work for?

Stephen Santangelo works for Matriarch Wealth Management

What is Stephen Santangelo's role at Matriarch Wealth Management?

Stephen Santangelo is Founder and President

What industry does Stephen Santangelo work in?

Stephen Santangelo works in the Financial Services industry.