Matthew PietzakCFP®

Matt’s wealth management experience spans over two decades. He is known for his client-centric approach, proactive portfolio management, and focus on securing lasting legacies for his clients. He thrives on challenging assumptions and finding innovative solutions, always prioritizing the best interests of his clients. Before joining Verdence, Matt founded Vantage Private Wealth in Naples, FL, which he strategically merged with Verdence to expand the firm’s geographical footprint and service offerings. Matt’s previous roles include serving as SVP, Senior Relationship Strategist at PNC Wealth Management, and Senior Private Banker at Wells Fargo Private Bank. A proud graduate of the University of Florida, where he majored in Finance, Matt holds designations as a Registered Investment Advisor and Certified Financial Planner (CFP®).

Get to know Matt!

If I were not a financial advisor, I would be:

“A collegiate athletic director.”

If I could invite anyone, living or dead, for dinner, I would invite:

“John Wooden, former UCLA head basketball coach.”

A lesson my parents taught me that I find myself repeating:

“The first step to getting out of a ditch is to stop digging.”

What makes me happy?

“Notre Dame football games with friends and family.”

Three words that describe me:

“Dependable, Energetic, Resilient ”