Matthew Zeigler

Wyoming, PA

Verified Identity

Managing Director at

Sunpointe Investments

Years of Experience

18 years

Member Since

2023

Allow Me to Introduce Myself

Matt is a Managing Director and Private Wealth Advisor at Sunpointe Investments, specializing in helping business owners and operators scale up their businesses. With over 16 years of experience in financial planning and investment management, Matt has gained valuable insights into how individuals, ...

Clientele

Business Owners

High Net Worth Individuals

Ultra High Net Worth Individuals

Businesswomen

Wealthy Families

Services Provided

Financial Planning

Tax Planning

Estate Planning Strategies

Business Retirement Solutions

Specialties and Expertise

Business Ownership Strategies

Succession Planning

High Net Worth Planning

Ultra High Net Worth Planning

Tax Minimization Inv...

Pricing Models

Flat FeeAUM

Education

University of Hartford

Bachelor of Arts

Obtained in 2004

Disclosures and Proof of License

SEC Profile

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