3.5 Billion in Client Assets

We're always excited to sit down with Matt Kilgroe, President and CEO of Cyndeo Wealth Partners. Cyndeo Wealth Partners is a Florida-based independent wealth management firm serving affluent families, business owners, executives and professional athletes. Led by CEO Matt Kilgroe, the firm has grown to more than $3.5 billion in assets under management since launching in 2020. We sat down with Matt to discuss his nearly three decades at Merrill Lynch and UBS, and his decision to launch an independent firm. He shared the philosophy behind Cyndeo’s success and why keeping clients at the center of every decision is paramount to the firms success.