Matthew Klein is the CEO and Founder of MATAURO, LLC.  

 

Matthew holds the CPWA® designation, a credential reserved for financial professionals with advanced training in high-net-worth planning.

 

His expertise in areas like tax optimization and wealth transfer reflects a disciplined, risk-aware approach forged by entering the field in the window between the dot-com collapse and the global financial crisis.

 

At MATAURO, Matthew works closely with clients to:

 

• Implement strategies that minimize income, estate, gift, and generation-skipping transfer taxes
• Understand the nuances of equity-based compensation, including Incentive Stock Options, Non-Qualified Stock Options, Restricted Shares, RSUs, Deferred Compensation, and performance shares
• Make more informed decisions about charitable giving, endowments, risk management, asset protection, and wealth transfer. 

 

Matthew is a graduate of Gettysburg College with a degree in Macroeconomics.

 

He lives in the Catskill Mountains with his partner Kayti, their son Hawthorne, and his dog Wendy. When he’s not working, he’s focused on performance research, mindfulness, and functional strength training.