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UBS The Matina Group


Finance & Insurance

Chamber Champion


The Matina Group is a nationally recognized UBS accredited Private Wealth team with offices in Naples, FL, Short Hills, NJ and New York City. Our eleven-person multigenerational team serves families across the country. We have a diverse and broad range of experience with a particular focus in Finance & Insurance planning and investment management, as well as in trust and estate planning strategies for wealthy individuals and families. We take the time to fully understand our clients' complex needs and aspirational goals, then leverage our vast experience and resources to create customized solutions. Our clients include business owners, entrepreneurs, senior corporate executives, philanthropic organizations, and multi-generational families. We provide concierge level services and tailor advice that is built on transparent, trusting relationships. We work to create a roadmap for each client and their family's vision, including retirement, legacy, philanthropic passions, and investment goals.

Membership Type

Chamber Champion

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