A Disciplined Approach

Discipline lends structure and purpose to wealth management, anchored to principles that have demonstrated their timelessness.

As a Private Wealth Manager, Matthew James Wang offers a disciplined approach to the clients he serves, grounding his efforts in rigor and analysis, rather than emotional decision-making or market sentiment. Throughout his life, Matt has been guided by discipline—first, at West Point, then as a Captain in the Army, and finally, in completing his M.B.A. at Columbia while working full time at Bank of America.

For Matt, discipline infuses multiple aspects of his wealth management process:

• A Focus on Wealth Preservation: Matt appreciates the hard work and sacrifice that clients have made in amassing their wealth. He never loses sight of the seriousness of his task or the preciousness of client trust. He avoids market fads and “chasing the hot dot.” Instead, Matt incorporates the market intelligence of Bank of America and Merrill to help identify investment opportunities with long-term potential.
  
  
• An Emphasis on Excellence: Matt believes in striving for excellence in all that he does. That mindset influences his approach to team management, from day-to-day client needs to large-scale initiatives. By overseeing consistent processes and nurturing a high-achieving culture, Matt believes his team can serve clients like no other.
  
  
• A Desire to Drive Value: For Matt, client needs are top of mind. Whether a client has been with him for days or decades, he strives to add value to clients’ lives, making their finances simpler, more efficient, and, ultimately, more satisfying. He regularly looks for ways to help the families he serves, becoming a trusted part of their inner circle.

Continuity for You and Your Family

For wealth to have impact, it needs to endure beyond a single generation. Matthew James Wang offers continuity and reliability to clients who are intent on building dynastic wealth.

Successful families perceive that “wealth” encompasses more than just assets. They strive to connect their children and grandchildren to the habits and mindsets of sound stewardship. For these families, wealth can be an avenue for drawing closer, whether in discussing philanthropic priorities, or in structuring wealth to maintain sound incentives for multiple generations.

For these families, Matt offers the ability to relate to different life stages, from matriarchs and patriarchs through Millennials and Gen Z. He also stays closely attuned to the best practices for family wealth dynamics, drawing on the resources of the Merrill Center for Family Wealth, in keeping with each family’s interests and intentions.

Most of all, Matt looks to be a dependable presence in clients’ lives, walking with clients through life’s high points and its challenges. He offers an empathetic perspective and a deep resolve to help clients in any way he can, supporting them in deriving greater meaning and purpose from their wealth, generation to generation.

A Single Source for Diverse Needs

As the scale of wealth grows, its complexity tends to magnify. Decisions in one area tend to impact another, heightening the ramifications of each action.

Matthew James Wang understands the interconnected nature of significant wealth. He believes efficiencies can be uncovered –and gaps remedied—by staying alert to the interdependent nature of client assets and liabilities. Working in concert with a deep bench of specialists within the firm, Matt connects clients to resources that can help streamline their financial framework:

• Portfolio design and investing
  
  
• Trust and estate planning services
  
  
• Family wealth dynamics
  
  
• Concentrated and restricted stock strategies
  
  
• Pre- and post- liquidity-event planning
  
  
• Philanthropic strategies
  
  
• Lifestyle services and cash-flow management
  
  
• Access to banking and lending services through Bank of America

Resolute in his efforts, Matt is skilled in scouring the enterprise for the capabilities that align with client needs. He draws on a large network of professional contacts from within the firm allowing him to provide clients with a robust scale of resources at their disposal.

To speak with Matt about the ways his direction, perspective, and advice can help advance your own priorities, reach out to him at 212.418.2826 or Email Matt.