|Contact Name(s): Shad M. Patterson, CRPC
– The Patterson Matola Alexander & Rose Private Wealth Management Group is a team of highly credentialed investment advisors who utilize specialized expertise to provide results-focused, goal-based investment guidance for the many different facets of their clients’ financial lives.
– Backed by nearly 120 combined years of experience in the financial services industry, our team can assess your full balance sheet and offer deep expertise in crucial areas of wealth management. This includes portfolio construction and asset allocation, retirement planning, investment strategies, cash flow planning, educational saving strategies, your family’s security, personal and business estate investment planning, and tax planning.
– Our team offers a comprehensive range of unique resources, and our advice often goes beyond the scope of our clients’ portfolios and we welcome it. Aided by confidentiality not available from a larger, product-driven financial institution, our clients enjoy the continuity offered by an established financial services firm.