Matthew Helfrich CFP®, President Waldron Private Wealth

Waldron Private Wealth is a boutique private wealth management firm that advises a select group of high net worth individuals, families and family offices. By limiting the number of clients it serves, Waldron can offer greater focus on how to best simplify the complexities of significant wealth, so all clients can achieve what’s important in their lives. Waldron’s advisory team is prepared to serve the firm’s clients across a wide range of key financial disciplines. The advisory team includes: three CPAs, ten CFPs, two CFAs, an attorney, a certified divorce financial analyst and a certificate holder from the Institute for Preparing Heirs.

At a Glance

Professional Services Provided

Planning and investment-advisory services

Minimum Fee for Service None required
Largest Client Net Worth Confidential
Financial Services Experience

112+ years (combined)

Assets Under Management

$1.2 billion (as of 12/31/2015)

Minimum Net Worth Requirement

$2 million

Compensation Method

Asset-based (investment services), hourly and fixed fees

Primary Custodians for Investor Assets

Fidelity Family Office Services and Pershing


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