Matthew Pietzak, who formerly worked at PNC Wealth Management, has launched an independent wealth advisory practice in Naples, Florida known as Vantage Private Wealth.
The new firm will provide financial planning and asset management services to affluent individuals and families. It will also serve as a family office for ultra-high-net-worth clients, offering various concierge amenities such as real estate, secretarial services, and bill-paying.
Pietzak has teamed up with TruClarity as the strategic partner for going independent.
"TruClarity had the best combination of everything I was looking for. Our partnership has given me the flexibility to focus on serving clients on a higher level, and the peace of mind that comes with TruClarity's experienced support," Pietzak said.
Pietzak was a senior relationship strategist at PNC, where he managed over $300m in assets. He previously also worked at Wells Fargo Private Bank, Bank of America, and UBS PaineWebber.