Connect to a world of insight and opportunity

Private Wealth Management

About our team

The proof is in our numbers

$2.6 Billion

Assets under management

As of 03/01/2024


Investment professionals on the team

Over 30 decades

Collective years of experience

The Matthews Group

For over 30 years, The Matthews Group has served our clients with utmost dedication by viewing each relationship as a long-term commitment. It is our mission to be our clients’ most loyal financial advocates. We put their needs first and tailor our advice accordingly. We see this as the foundation for a fully integrated wealth management experience designed to advance our clients’ best interests. To us, there is no better way to deliver effective outcomes than through a customized plan that evolves with our clients over time. Ultimately, we want to earn the honor of being our clients’ lifetime advisors.

With The Matthews Group, you are connected to a dedicated group of highly credentialed professionals with over 250 years of combined experience working directly with individuals and families navigating important decisions around their wealth. Our deep experience includes working with multigenerational families, business owners, executives, and real estate investors. Our advice covers the full spectrum from investment management, estate and tax, charitable planning, wealth transfer, business succession, family governance, next generation education, liquidity management to banking and lending. Backed by the extensive resources of UBS Private Wealth Management, we offer comprehensive solutions focused entirely on you, your family and your legacy.

We welcome the opportunity to learn more about you and how we can best serve your needs.

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

- Michael Matthews

Advice is our craft

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


Tailored family office services

roads overhead

Strategic investment management

Advanced Planning

aerial farm

Family Advisory and Philanthropy Services

UBS Wealth Way

Click here for a complimentary strategy review

Are you ready to sell your business?

We can help you move forward with confidence in possibly the biggest venture of your life. 

Financial empowerment for Women

You deserve a seat at the table.

Helping women take charge

Financial decision-making is easier when you have the benefit of a trusted source of advice. Our team is here for you with planning-based solutions to help you confidently take charge of your financial world. To us, it’s about helping you feel empowered to make important decisions about today’s opportunities and challenges—and tomorrow’s.

Contact us for a complimentary consultation.

Advising corporate executives

Just like you, our focus is on results.

Advising corporate executives

Your corporate retirement plan

Click here and let us help review your executive compensation / cash flow analysis.

A leader in wealth management

Backed by the strength of our parent company, UBS AG

$5.8+ trn

UBS Group invested assets
As of 03/31/2024

Global leader

UBS is a leading and truly global wealth manager