Connect to a world of insight and opportunity

Private Wealth Management

With The Matthews Group, you are exclusively connected to a dedicated group of professionals with decades of experience working with individuals and families of substantial means. We are always guided by a deep understanding of what you wish to accomplish and tailor strategies to your particular needs.

By tapping into our diverse experience, the deep intelligence and opportunities within the universe of UBS Private Wealth Management, and our extended network, you are connected to some of the most relevant thinking and solutions available.

We invite a conversation

Contact us at 425-451-2350 or email our team to learn more.

Clients rely on us as their trusted advisor, seeking to provide the best risk-adjusted returns while building a long-lasting relationship.

- Michael Matthews

Defining your priorities. Pursuing what matters.

Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

Shaping multigenerational family wealth

Guiding founders and business owners

Goals-based planning

roads overhead

Strategic investment management


Tailored family office services

Business owners are a rare breed

Let our resources help you proceed with passion
You started your business with passion. We can help you bring that same drive to meeting challenges as you thrive and grow. Take advantage of strategic planning and tailored solutions throughout the lifecycle of your business, including life after ownership.

Business owners are a rare breed

You’re selling within the year

You’re selling within the year

You’re 3 years away from exiting

You’re 3 years away from exiting

You’re considering an exit in 5 years

You’re considering an exit in 5 years

  • Work with us to interview and select the investment banker that works best for you
  • Finalize your exit plan and focus on getting the best deal for the sale
  • Coordinate with your investment banker who can help create competitive tension among prospective buyers and meet with potential acquirers, review offers and negotiate the sale
  • When appropriate, prepare employees and managers for the transition
  • Think about what’s  next for you and your future, after the sale
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  • Begin conducting an analysis of likely buyer interest and sector outlook, trends and business cycles to help identify the right timing of the sale
  • Build the right pre-sale advisory team, including an investment banker, attorney and CPA
  • Explore gift and estate strategies to help maximize net proceeds from a sale

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  • Discuss trust and estate strategies and tax and legal advisors to take advantage of strategies that may increase future net proceeds from a sale*
  • Fine-tune your business model to be most appealing to a buyer
  • Make sure business documentation and financial statements are in order
  • Put together a team to prepare the business and optimize value
  • Strengthen your management team
Learn more

The proof is in our numbers

$1.9 Billion

Assets under management

As of 04/30/2023


Investment professionals on the team

Over 9 decades

Collective years of experience

About our team

Updated Team Photo

Backed by the strength of UBS

A global leader in wealth management

$3.9 trillion

In invested assets globally 
As of 12/31/2022

Global leader

UBS is a world-leading wealth manager


For Ultra-High Net Worth clients

Euromoney Private Banking and Wealth Management Survey, 2016-2020