Pros
I worked with the Matauro advisors for five years . It was a phenomenal environment to to learn what it takes to be a true wealth advisor and understand the little things that go into helping families reach their financial goals. Matt, Barrett, Steve, and AJ do a great job at teaching macro wealth strategies, client retention, and operational systems. I can’t thank them enough for the advisor they helped me become and I wouldn’t change my experience working along side them for anything.
Cons
The team is still relatively new from industry standards, so they are finding the right systems to fit their growth. While some may see that as a negative, it could also be a positive for potential advisors and employees that want to be part of a growing organization.