Too Narrow
Often focused on investments alone, missing the bigger picture.
Meet the Founder
Matthew Saul, CFP®, CPWA®, CEPA®
Founder, Saul Wealth
Matthew Saul is the founder of Saul Wealth, a boutique virtual family office serving entrepreneurial families. As his clients' personal CFO and quarterback, Matt turns complexity into clarity, pairing the firm's own institutionally disciplined discretionary investment management with coordinated oversight of tax strategy, estate planning, insurance, and business interests under one roof.
After 15 years as an independent advisor, Matt launched Saul Wealth in 2025 as a fully independent, SEC-registered multi-family office practice, built on a conviction that entrepreneurial families deserve a single fiduciary partner who sees the entire picture through an entrepreneur's lens and can give objective advice across their whole balance sheet, free of the product and channel conflicts that shape most investment advice. In his experience, the technical work is the straightforward part. It's the human dimension that stalls families, and Saul Wealth was built to address both.
Matt holds the CFP®, CPWA®, CLU®, ChFC®, and CEPA® designations, serves on the Family Office Exchange's Integrated Wealth Advisory Council, and is a member of the Purposeful Planning Institute and The UHNW Institute. A featured practitioner in the FOX Wealth Advisor Survey, he contributes to and speaks at FOX events on integrating wealth planning and family office advice for families, and is regularly featured in other media on investment positioning and advice to entrepreneurs and their families. Matt is based in South Florida.
Why I Built Saul Wealth
Turning Complexity
Into Clarity
A short message from Matt on why he built Saul Wealth and how we help entrepreneurial families turn complexity into clarity.
Video Coming Soon
WHY I BUILT SAUL WEALTH
I saw the same problem again and again.
Successful entrepreneurs often had strong professionals around them — CPAs, attorneys, bankers, investment teams, insurance specialists — but no quarterback managing their team. Each person was solving for one piece of the picture. The client was left managing the gaps.
That model creates friction, especially when decisions around the business, family, taxes, investments, and legacy all affect one another. Saul Wealth was built to bring those pieces together.
We serve as the central point of coordination across your financial life, helping align the people, strategies, and decisions surrounding your wealth so you can move forward with greater clarity and control.