Significant wealth is different in its opportunities and challenges. Matthew James Wang appreciates those distinctions.
Matt works closely with wealth creators and their family members, helping them articulate what they want to accomplish and enact a plan to pursue those ambitions. Like any well-constructed plan, his approach is malleable, reflecting the changing conditions of the markets, tax conditions, economic themes, and—most importantly—the evolving life priorities of clients and their loved ones.
A strong leader and empathetic guide, Matt prizes the opportunity to have a positive and lasting impact on clients’ lives—to guide them through significant decision points in their wealth so they can enjoy greater confidence and poise in managing their financial affairs.
Matt believes he offers a different kind of approach—one that welcomes high expectations. Here are a few of the ways he strives to deliver an exceptional client experience:
· Immediacy: Matt provides clients with the one-on-one focus and sustained attention that significant wealth requires, limiting his number of client relationships by design.
· Leadership: A graduate of West Point and a combat veteran, Matt is accustomed to leading complex initiatives, guiding team members toward shared priorities.
· Empathy: Keenly interested in others, Matt looks to treat clients with the diligence and care he would want for his own family members and friends.
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.
*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.
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—both inside and outside 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@example.com.
*Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation (“BofA Corp.”), and its agents.