The Mathieson Group
Wealth Management for Corporate Executives and High Net Worth Clients
The Mathieson Group at U.S. Capital Wealth in New York provides comprehensive wealth management services for corporate executives and high-net-worth clients, taking a top-down, holistic approach to managing and preserving wealth. With more than 30 years of experience, the team specializes in helping executives diversify concentrated stock portfolios in a strategic and tax-efficient manner.
Our Solutions
Holistic Wealth Planning and Advisory
Your Content Goes HereTailored wealth strategies, expertly crafted to preserve and grow your legacy
Financial and Retirement Planning
Your Content Goes HereComprehensive planning solutions aligned with your priorities
Investment Management
Your Content Goes HerePrecision-driven investment management, personalized to align your portfolio with your purpose, goals and objectives.
Advanced Estate and Tax Planning Strategies
Your Content Goes HereElevated estate and tax planning strategies that honor your intentions and secure your legacy.
Executive Compensation
Your Content Goes HereSophisticated strategies tailored to optimize and protect the value of executive compensation for corporate leaders.
Hedging Portfolios and Concentrated Equity Positions
Your Content Goes HereBespoke strategies to manage risk and enhance income across your portfolio and concentrated equity holdings.
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