Our History

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“Pursuing balance to define your financial horizon”
–Matauro

OUR History

“Those who don't know history are destined to repeat it”
–Edmund Burke

 

To know where you’re going, you have to know where you’ve been.

 

Our journey began in 2005, when we started working with AXA Advisors, LLC. Five years later, the relationship continued when we decided to establish MATAURO. Since then we’ve taken every chance possible to transform ourselves into explorers. Explorers of the financial landscape for new investment opportunities; Explorers of the tax code for different efficiencies and nuances; Explorers of the ways to implement new technologies; and most importantly, explorers of the different ways we can improve our process to better serve you.

 

Over the last five years, we've embraced a mindset of growth, self-improvement and learning so our team can evolve as the market does. In 2005, we started as 2 financial professionals with a mentality geared towards progress. Since then, we’ve grown our team to include like-minded colleagues and full-time service staff. While we call New York City home, we’ve made it a priority to work with clients all over the country, most notably in Washington DC, San Francisco, and Chicago.

 

Deeply rooted in where we came from, we look forward to the future in the hopes that our journey is just beginning.

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