David Matulewicz is a Founding Partner and oversees Holos Integrated Wealth. He ensures that all of the interests represented by our company work in concert to best serve our clients’ needs.
Our clients’ financial goals are fulfilled by Dave interconnecting the various day to day tasks for our office. From financial planning and investment management to tax planning, Dave oversees that all financial advisory tasks are done in concert with one common goal, our clients’ success.
Dave began his career nearly two decades ago at Wells Fargo, where he earned many of the firm’s top achievement awards. In 2015, Dave joined Brian Stephenson in forming Holos Integrated Wealth. Prior to his financial services career, Dave served honorably in the United States Army.
Away from the office, Dave enjoys coaching his daughters’ sports teams and spending family time at the beach. He and his wife Annalise have three daughters; Ella, Grace and Mary. Dave is active in the community as his family is a member of St. Agnes Parish.