Obtain more information about our firm and its financial professionals at the U.S. Securities and Exchange Commission’s Investment Adviser Public Disclosure website.
Financial management | Private wealth
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Fiduciary
noun | fi·du·ci·ar·y | fa’do͞oSHē,erē | An individual in whom another has placed the utmost trust and confidence to manage, operate and protect property or money in the best manner at all times.
our vision

Vantage Private Wealth was founded with a vision to be the gold standard for investment management, bettering the way we invest, while securing a legacy for our clients that protects, preserves and flourishes in the most efficient way possible.  We strive to foster an environment of always placing clients first and believe, in turn, the business will grow.  We are forward-thinkers, questioning what might otherwise seem known, focusing on the origin and not just the symptoms. This includes a commitment to providing strong, strategic alternatives to what is commonly and conventionally available elsewhere.

Responsible Partner

We strive to be a trusted partner to our clients by managing risk and delivering quality outcomes with a high level of customer service and integrity.

Responsible Investor

We strive to be responsible stewards of our clients’ assets within a framework of good governance and transparency.

Responsible employer

We strive to be a values-led organization that attracts, develops and retains the best talent.

Responsible citizen

We strive to be a responsible member of our community and influence positive change.

Our Promise

We promise to provide proactive, objective and transparent financial advice with a
sense of urgency to each individual served.

We promise to act responsibly and in the best interest of those
who place trust in us to manage their portfolio.

We promise to review our operating standards and ensure that the firm’s systems,
processes and services meet a quality industry level.

We promise to stay true to the core values that define our actions, including:
honor, reliability, disclosure, trust, excellence and a client-centric focus.

our approach

What Starts as a Conversation, Ultimately Turns into a Valued Relationship
Nimble by design, the Vantage approach to wealth management is built around life’s priorities, addressing every day circumstances and challenges. Your financial goals may be about retirement, your family’s future or something else entirely. In today’s fast paced environment your needs are almost certain to be far more complex and dynamic than purely financial. Taking this into account, we will give you considered advice and illuminated investment choices that are uniquely tailored to your overall situation and related interests.

 


Thorough
Discovery Process

Strategic Plan
Assembly

Plan
Implementation

Monitor
the Plan
our leadership

Founder and Principal, Matthew Pietzak, CFP ®
As Founder and Principal of Vantage Private Wealth, Matthew brings over 17 years of wealth management experience and a client-centric mentality, specializing in comprehensive financial planning, proactive portfolio management, credit underwriting and structuring, wealth transfer and the coordination of client services. Matthew’s resolute decision to open an independent firm was based upon a fiduciary responsibility that focuses on the best interest of his clients full-time. A strategic move was made to provide an alternative to his observations at bureaucratic, vertically integrated firms. This realization came to fruition with the establishment of Vantage Private Wealth.

Matthew offers a distinct perspective when it comes to securing a legacy for his clients, seeking to protect and preserve what they’ve worked so hard for their entire life. His model of constructive engagement manifests itself through continually challenging himself and others to question assumptions and resist the easy answers.

 

Prior to opening the doors of Vantage, Matthew served as SVP, Senior Relationship Strategist at PNC Wealth Management and Senior Private Banker at Wells Fargo Private Bank. While in these roles, he received the notable Summit (PNC Wealth Management) and Concord Elite (Wells Fargo Private Bank) awards. Additional positions throughout his distinguished career were held at Bank of America and UBS PaineWebber.

 

A graduate of the University of Florida, Matthew received a Bachelor of Science Degree with a major in Finance. He holds designations of Registered Investment Advisor and Certified Financial Planner (CFP®). Matthew has participated on the boards of the American Cancer Society of Collier County, Meals on Wheels of Bonita and Baby Basics of Collier County. He is an active member of the Naples community where he resides with his wife and two children.

 

Obtain more information about our firm and its financial professionals at the U.S. Securities and Exchange Commission’s Investment Adviser Public Disclosure website.