Joe Matina and Amy West of the Matina Group are leaders in private wealth management services for ultra-high-net worth families and individuals. Overseeing a 12-person, multigenerational team, the duo prides itself on providing thoughtful advice and customized solutions within a world-class client experience.
As the founder of the Matina Group, Matina is a UBS managing director and has earned the Private Wealth Advisor designation with his 30-plus-years experience. West, who serves as senior vice president, brings more than two decades in the industry to her role, specializing in investment and relationship management, financial planning, as well as credit and estate planning strategies. Their unique approach of “liquidity, longevity and legacy” ensures client relationships are at the forefront with customized strategies to achieve goals and objectives. Both West and Matina are dedicated to giving back to local causes within the community.
In addition to Naples, the Matina Group also has offices in Short Hills, N.J. and New York City. Matina was recently named to the prestigious Naples 100 list of the most influential business leaders by Naples Illustrated. He is also one of Barron’s Top 1,200 Financial Advisors (2015 to 2023) and one of Forbes America’s Top Wealth Advisors (2017 to 2023). The Matina Group has been advising Naples clients since 2000.
801 LAUREL OAK DRIVE, SUITE 500, NAPLES, FL
239-249-5011 | 877-452-4344 (TOLL FREE) | ADVISORS.UBS.COM/MATINAGROUP