Vantage Private Wealth was created by founder and principal Matthew Pietzak, CFP®. His roots as a financial advisor date back to 1999 when he started his financial career with UBS PaineWebber. Over the following decade, Matthew transitioned to the banking sector before landing a position with PNC Private Wealth Management where he was a Senior Relationship Manager for five years. After nearly two decades as an accomplished financial advisor, the entrepreneur decided to strike out on his own opening Vantage Private Wealth in 2017.
Founder and PrincipalMatthew Pietzak, CFP®
As Founder and Principal of Vantage Private Wealth, Matthew brings over 20 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 interests 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.
Director of Operations & ComplianceLiz Richter Psota
Liz joined Vantage Private Wealth in 2019, bringing a variety of experience ranging from hospitality to education and administration. With a Bachelor of Science degree from Elon University, she has held positions as Director of Revenue Management and Operations at Marco Beach Ocean Resort, taught elementary school, and worked in school administration. Liz has passed the Securities Industries Essentials (SIE) Exam and is responsible for operations, compliance, and client relations.
Investment AnalystAndrew Wright
Andrew was born and raised in Naples, and worked with Vantage Private Wealth as an intern for the summers of 2019, 2020, and 2021 while attending Tufts University where he majored in Economics and double-minored in Finance and Entrepreneurship. Following graduation in May of 2022, Andrew joined the team full time as Investment Analyst, conducting equity research and analyzing security reports. In December 2022, Andrew successfully passed the Series 65 exam allowing him to function as an Investment Advisor Representative for the firm.