High net worth NY investment group adds office in Naples

The Matina Group has multiple clients who live in Southwest Florida.

By Business Observer Staff
| 6:45 p.m. February 6, 2022
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Charlotte–Lee–Collier

NAPLES — A nine-person, multigenerational wealth management firm from New York City is expanding to Naples.

Joe Matina, a managing director and private wealth adviser, leads the office, the Matina Group. In addition to the New York office, the Matina Group has an office in Short Hills, New Jersey. The Matina Group will move into UBS’s Naples office at 801 Laurel Oak Drive, according to a statement.