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klein, CPWA®

MK Bio Pic Feb 2021.jpg

Matthew Klein is the Founder and Managing Partner of MATAURO, LLC.

For more than 15 years, Matthew has focused on providing clients with creative tax, investment, and financial planning strategies. He holds an advanced professional certification designed for professionals who seek to address the sophisticated needs of high-net worth clients.

Within the firm Matthew focuses on helping clients:

  • Implement strategies to minimize income, estate, gift and generation skipping transfer taxes.

  • Become more financially literate in the areas of charitable giving, endowments, risk management, asset protection, estate and wealth transfer issues.

  • Better understand equity-based compensation including Incentive Stock Options, Non-Qualified Stock Options, Restricted Shares, Restricted Stock Units, Deferred Compensation and performance shares.

Matthew is a graduate of Gettysburg College with a degree in Macroeconomic Theory. Matthew has achieved the International Management Award reserved for only those demonstrating exceptional aptitude and excellence in contemporary management in the field of financial services in the years 2012-2020.

Matthew currently lives on the East side of Manhattan and spends his free time meditating, boxing, and traveling the world.

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