A Team That Feels Like Family


When looking for wealth planning, investment management and estate advice it is easy to become overwhelmed.  At Siemens and Matties Consulting Group we believe that investment advice is just a fraction of what true wealth management should be.  

There are numerous options available to choose from when searching for a team of professionals to help manage your wealth.  We invite you to learn a little bit about the team and our approach through our website, but encourage you to contact us to discuss how we can work together in simplifying even the most challenging aspects of your wealth and estate. Our team works hands on with a variety of clients, but we specialize in the specific and complex needs of multi-generational high net worth families, business owners, sporting professionals, non-profit foundations, legacies & trusts, and pension plans. 

If you are searching for a fresh perspective or a complimentary second opinion please let us know.  We would be happy to meet with you for an honest and comprehensive review of your portfolio as well as your wealth and estate planning. Clients of Siemens and Matties Consulting Group appreciate the ability to always speak directly with a team member that they know, and more importantly who knows them and understands their individual needs.   



How can we help?

For more information, to subscribe to Advisor updates or to schedule a complimentary consultation, please complete the form below. Required fields are marked with an "*".

Please be advised that any information sent through this form is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields