Top Wealth + Best-in-State · rank 4 · Naples, Florida · listed firm: UBS Private Wealth Management
Identity & firm
- Firm — UBS Private Wealth Management (The Matina Group) (high)
- “The Matina Group is a nationally recognized UBS accredited Private Wealth team with offices in Naples, FL, Short Hills, NJ and New York City.” — firm_official
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Parent company — UBS Group AG (high)
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
- Team name — The Matina Group (high)
- “As a founding member of The Matina Group, Matina brings more than 34 years of experience advising ultra-high-net-worth families with discretion, precision, and care.” — firm_official
- Team size — 12 (high)
- “Our twelve-person multigenerational team serves families across the country.” — firm_official
- CRD — 2409366 (high)
- “"individualId": 2409366, "firstName": "JOSEPH", "middleName": "P", "lastName": "MATINA"” — sec_finra_regulatory
- Years experience — 32 (high)
- “"daysInIndustryCalculatedDate": "12/14/1993"” — sec_finra_regulatory
- “As a founding member of The Matina Group, Matina brings more than 34 years of experience advising ultra-high-net-worth families with discretion, precision, and care.” — firm_official
- Designations — other:Private Wealth Advisor (UBS) (high)
- “He has earned the Private Wealth Advisor designation, reflecting his expertise in complex, multigenerational wealth planning.” — firm_official
Book of business
- Team AUM ($M) — 3400 (high)
- “Team Assets (Custodied): $3.4B” — forbes_shook
- Account minimum ($M) — 2 (high)
- “Minimum Account Size for New Business: $2M” — forbes_shook
- Typical client net worth ($M) — 17.5 (high)
- “Typical Net Worth of Relationships: $10-25M” — forbes_shook
- Client niche — ultra-high-net-worth multigenerational families, business owners and senior corporate executives (high)
- “Our clients include business owners, entrepreneurs, senior corporate executives, philanthropic organizations, and multi-generational families.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “UBS FINANCIAL SERVICES INC.” — sec_finra_regulatory
Positioning & marketing
- Website url — https://advisors.ubs.com/matinagroup/ (high)
- “The Matina Group: A boutique Private Wealth Management team that provides thoughtful advice, customized solutions and a world class client experience” — firm_official
- Value proposition (verbatim) — The Matina Group is a boutique private wealth management team comprised of accomplished professionals, created in the likeness of the multi-generational clients we advise. Thoughtful advice, customized solutions and a world-class client experience are the foundation of everything we do. (high)
- ““The Matina Group is a boutique private wealth management team comprised of accomplished professionals, created in the likeness of the multi-generational clients we advise. Thoughtful advice, customized solutions and a w” — firm_official
- Differentiators — Boutique team "created in the likeness of the multi-generational clients we advise", Three-tenet framework: Liquidity, Longevity and Legacy, Open architecture — unbiased selection inside and outside UBS, Concierge-level service on transparent, trusting relationships, Business transition/liquidity-event planning through close and post-sale (high)
- “every family’s financial picture is unique and best served using a bespoke structure focused on our three core tenets: Liquidity, Longevity and Legacy.” — firm_official
- “Our firm's open architecture structure allows us to take an unbiased approach to asset management. We seek to uncover the best investment options either internally within UBS or externally from a wide range of providers,” — firm_official
- Content marketing — none (medium)
- “Our clients include business owners, entrepreneurs, senior corporate executives, philanthropic organizations, and multi-generational families.” — firm_official
- Has podcast — no (medium)
- “The Matina Group Home (current) Meet the team Contact” — firm_official
- Books published — 0 (medium)
- “Beyond wealth management, Matina advocates for causes supporting women and children.” — firm_official
- Linkedin url — https://www.linkedin.com/in/joseph-matina-6b96467 (high)
- Social presence — linkedin_active (low)
- Press awards — Barron's Top 250 Private Wealth Management Teams, 2024, Barron's Top 1,200 Financial Advisors, 2015-2025, Barron's Top 1,500 Financial Advisors, 2026, Naples Illustrated — The Faces of Private Wealth (high)
- “Recognized as an industry leader: Barron’s Top 250 Private Wealth Management Teams, 2024 The Barron's rating is awarded annually in May based on information from the prior year Q4. Barron's Top 1,200 Financial Advisors, ” — firm_official
Visual brand
- Has distinct logo — no (high)
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Logo url — https://advisors.ubs.com/matinagroup/mediahandler/media/321450/UBS_Logo_Semibold.svg (high)
- “<img class="logo__img" alt="UBS logo, to home page" src="mediahandler/media/321450/UBS_Logo_Semibold.svg"” — firm_official
- Visual brand notes — Standard UBS corporate template: red-and-white UBS mark, black-on-white sans-serif type, no team mark. Aspirational stock photography — man on boat, mountain climbers at sunrise, family photos, architect's desk. (high)
- “<img src="mediahandler/media/470670/YC-Man on boat-3-2_692x402.jpg"” — firm_official
