Philip Mattoon - Morgan Stanley

As the President of Gotham Wealth Advisory, I'm dedicated to helping my clients build, protect and preserve their wealth through innovative and practical financial programs. Working with my clients to understand their needs and goals, I provide effective, straightforward communication along with creative problem solving to address their financial needs. With offices in both New York City and South Florida, along with the advances in technology, I am always available to meet with my clients where ever they are located.

Leverage Alternative Investments and traditional Holistic Wealth Management offerings to offer superior industry experience, intellectual capital and dedicated personal service to help you meet your life goals

We help you create comprehensive, multigenerational wealth management plans based on your goals, challenges and the values that guide your life.