We are honored to announce that Founder and President Stephen Santangelo, CFA, CAIA, has been recognized by Forbes on the 2026 Best-in-State Top Next-Gen Wealth Advisors list for South Florida, in his first year of eligibility.
South Florida is one of the most competitive wealth management markets in the country. To be named on the first pass reflects the trust our clients have placed in Stephen and our team.
At Matriarch, Success is Best When Shared. This recognition belongs to the families and founders who let us sit beside them, and to everyone who helped build this firm. The best is yet to come!
Full Link can be found here: https://www.forbes.com/profile/stephen-santangelo/?list=next-gen-best-in-state-wealth-advisors
Forbes Best-In-State Next-GenWealth Advisors
The 2026 Forbes Best-In-StateNext-Gen Wealth Advisors, produced by Shook Research, is based on the period from 3/31/2025 to 3/31/2026 and was released on 8/11/2026. Neither Matriarch Wealth Management nor any of its advisors pay a fee in exchange for this award. Please see www.forbes.com for more information.