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"Pursuing balance to define your financial horizon"
- Matauro

About Matauro

"Try to become not a person of success, but try rather to become a person of value" -Albert Einstein

 
 

At Matauro, we realize financial decisions don't revolve solely around what's in your wallet. We focus on communication to gain an understanding of who you are both personally and professionally. From here, we can assess your situation on a deeper level, simplify your problems and devise thoughtful strategies.

We're not about complex jargon or bells & whistles to entice our clients. We're about hard work, diligence and bringing your needs to the forefront. Other firms calculate their value on what you can provide for them; we calculate our value based on what we can provide for you. It's that simple.

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Our Philosophy

"Happiness is not a matter of intensity but of balance, order, rhythm and harmony."
–Thomas Merton

 

To find balance in life, we have to avoid falling victim to dangerous extremes. To find balance in your portfolio we take the same concept, but go a step further by incorporating methodologies designed to further protect your financial well-being to the best of our ability. We meld concepts from free-market economic theories, utilize asset pricing models, and mix in tax-advantaged investment platforms to help manage risk and protect your wealth.

We also seek to provide value in the area of financial decision making and organization. We realize people's day to day lives are chaotic, which can make structuring important financial decisions difficult.

Part of our philosophy involves catering to the behavioral aspect associated with financial decision making. The culmination of this line of thought resulted in the creation of SmartSet, MATAURO's wealth management arm. By utilizing SmartSet's innovative process, we help to create clarity around the financial decisions that you will be facing in the future.

Unlike other firms, we don't forecast what we don't know; we educate you on what we do know so that you're empowered to make educated decisions on the matters that mean most to you.

Our objective is to structure your finances in a customized way so that they're balanced across the dimensions of tax, time and risk. When all is said and done, we hope to make sure you're best prepared for even the most extreme scenarios.

Services

"To give real service you must add something which cannot be bought or measured with money, and that is sincerity and integrity."–Douglas Adams

 

For our team, finance is not just an occupation, it's a calling. We're constantly gleaning information from classic resources and scouring the globe for new ones in a never-ending search to improve and refine our process. The passion and hard work we put into this search is all an effort to provide the best possible service for you.

  • Wealth Management
  • Retirement Planning
  • Education Funding
  • Alternative Investments
  • Tax Management Strategies
  • Risk Management
  • Trust & Estate Planning Strategies
  • Advanced Planning Concepts
  • Wealth Tracking
  • Cash-Flow Management
  • Corporate Benefits Review
  • Ongoing Financial Consulting

SMARTSET

"Lost time is never found again."—Benjamin Franklin

We created SmartSet to provide a strategy for the growing number of people who find themselves without the time, motivation, or know how to properly plan for their financial futures.

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OUR TEAM

"Alone we can do so little; together we can do so much" –Helen Keller

 
  • Matthew KLEIN
    Co-Founder and Managing Partner
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  • Matthew Klein is the Co-Founder and Managing Partner of MATAURO, LLC and a Northeast Regional Vice President at AXA Advisors,LLC.
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  • Barrett Tabeek
    Partner
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  • Barrett Tabeek is a Partner at MATAURO, LLC and the Founder of SmartSet.
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Contact Us

 

1290 Avenue of the Americas • 4th Floor • New York • NY 10104

Info@Matauro.com | 212.408.9565 | Map & Directions

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck