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Matthew Klein, CPWA®

CEO, Founder

Email:

Address:

1325 Avenue Of The Americas

27th, Floor

New York, New York 10019

About Me

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

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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.

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Within the firm Matthew focuses on helping clients:

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  • 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.

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Matthew is a graduate of Gettysburg College with a degree in Macroeconomic Theory.

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

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