Sunpointe Investments

Matt is a Managing Director and Private Wealth Advisor at Sunpointe Investments. He helps clients create, align, and manage their financial plans and investment strategies. 

Prior to joining Sunpointe, Matt worked at Bank of America Merrill Lynch as a Senior Financial Advisor, Portfolio Manager, and First Vice President. Across 16 years and multiple roles, he’s gained a deep perspective on how individuals, businesses, and non-profits can plan and invest in their future. 

Matt’s talent-turned-skill is engaging people on their level. In his words, 

"Finance may be complex, but it doesn’t have to be complicated. Whether it’s a single person alone, or a big family, or a corporation, non-profit, or any other entity - it always starts by connecting with people first. And people have stories about where they are now, where they’ve been, and where they’re going. It’s our job to listen, apply the math of financial planning and investment management, and then figure out, together, how to strategically keep them moving forward." 

Outside of work, Matt has a long-standing interest in all things creativity and culture related. He was born and raised in Pennsylvania, received his undergraduate degree in music from The University of Hartford, and has resided in Connecticut for over 20 years. You can find him with his eyes on a book, his ears in some music, his nose over the stove, his feet on a trail, and his mind on the markets and the markets on his mind.

Managing Director & Private Wealth Advisor

Merrill Lynch

Senior Financial Advisor

Bank of America

Financial Advisor

Personal/ Small Business Banker

Managing Director & Private Wealth Advisor at Sunpointe Investments

Sunpointe, LLC (Sunpointe Investments) is a registered investment advisor. Sunpointe provides investment advisory and related services for clients nationally. Sunpointe Investments will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at SunpointeInvestments.com.

If I get 60 minutes with Nick Maggiulli, OF COURSE we're diving into all the wealth mobility data, because most people have no idea it even exists. BUT,

We also get into the known-unknowns of future planning - and his personal life philosophy is 🔥 

Even if you haven't read "The Wealth Ladder" yet, you'll want this episode of Excess Returns as a compliment. Outstanding lessons on how to make money, keep it, and make more meaning in all of our lives.

Matt Zeigler

Professional Reducer. Planning and Investing for Legacy Builders + Legacy Preservers at Sunpointe Investments. Personal Archive Advocate at Cultish Creative.

Open video: 64% Never Escape Level Four | Nick Maggiulli on the $1 Million Wealth Trap on youtu.be

64% Never Escape Level Four | Nick Maggiulli on the $1 Million Wealth Trap

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