As a Certified Private Wealth Advisor® practitioner, I work with clients on the full life-cycle of wealth: accumulation, preservation, and distribution.
Areas of expertise include portfolio strategies, wealth transfer, family dynamics, risk management, asset protection strategies, closely-held business ownership, charitable giving, estate planning strategies, retirement planning, and more.
Together, we can develop personalized strategies to invest and help safeguard assets and transfer wealth – all according to your goals and objectives, while being mindful of taxes.
I can assemble a team of experienced and skilled professionals that will work together to understand your family and circumstances. We collaborate with your attorney, accountant, and other professionals to help guide the implementation of a fully integrated plan.
Backed by the strength of Wells Fargo & Company
We deliver a wealth management experience with a focus on you and your values. To serve all the needs of our clients, beyond just the basic financial services, our team leverages the size, strength, and vast resources of Wells Fargo & Company's full range of products and services. Wells Fargo Advisors is part of Wells Fargo & Company, a leading financial services company that has approximately $2.3 trillion in client assets1 and proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S.
matthew.pirollo@wellsfargo.com
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
1. $2.3 trillion in client assets data above as of December 31, 2024. Total Wealth & Investment Management client assets represent assets held in Wells Fargo Advisors and Wells Fargo Bank. Assets include deposits.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks "CPWA," and "Certified Private Wealth Advisor." Use of CPWA and/or Certified Private Wealth Advisor signifies the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
Areas of expertise include portfolio strategies, wealth transfer, family dynamics, risk management, asset protection strategies, closely-held business ownership, charitable giving, estate planning strategies, retirement planning, and more.
Together, we can develop personalized strategies to invest and help safeguard assets and transfer wealth – all according to your goals and objectives, while being mindful of taxes.
I can assemble a team of experienced and skilled professionals that will work together to understand your family and circumstances. We collaborate with your attorney, accountant, and other professionals to help guide the implementation of a fully integrated plan.
Backed by the strength of Wells Fargo & Company
We deliver a wealth management experience with a focus on you and your values. To serve all the needs of our clients, beyond just the basic financial services, our team leverages the size, strength, and vast resources of Wells Fargo & Company's full range of products and services. Wells Fargo Advisors is part of Wells Fargo & Company, a leading financial services company that has approximately $2.3 trillion in client assets1 and proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is a leading middle market banking provider in the U.S.
This is how we do it
Collaborative planning every step of the wayLet's connect
Ready for a wealth management experience that's centered around you and your values? Contact Matt today.matthew.pirollo@wellsfargo.com
Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank. In these instances, the Bank is responsible for the day-to-day management of any referred accounts.
1. $2.3 trillion in client assets data above as of December 31, 2024. Total Wealth & Investment Management client assets represent assets held in Wells Fargo Advisors and Wells Fargo Bank. Assets include deposits.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks "CPWA," and "Certified Private Wealth Advisor." Use of CPWA and/or Certified Private Wealth Advisor signifies the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.