My Site
Why Mattafied Investment Group?
Because selling your company shouldn’t be the end of your wealth story—it should be the start of your next chapter.
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Integrated deal + investment thinking
We understand both sides: the sale of your company and what happens to that liquidity after the wire hits. Your exit and your portfolio strategy are designed to work together. -
Options-based strategies to truly grow wealth
We specialize in options trading strategies aimed at growing and compounding wealth over time, rather than simply parking capital in passive funds. -
Tax-aware approach
While we don’t replace your CPA, we design portfolio strategies with tax impact in mind, helping you use a portion of your proceeds to potentially offset and manage the hit from your exit. -
Built for entrepreneurs
Our process respects how founders think: fast, opportunity-driven, and focused on outcomes. We translate complex markets into clear, actionable strategies. -
Ongoing, transparent relationship
We earn a percentage-based management fee for handling your portfolio — which means our success is directly tied to helping you grow yours.
What do we do?
We bridge the gap between selling your company and building the next chapter of your wealth.​
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Mattafied Investment Group helps entrepreneurs and business owners at three key stages. First, we provide M&A and exit advisory to prepare and execute the sale of your company in a way that creates meaningful liquidity for your next chapter; Second, we help you allocate a portion of those proceeds into the financial markets through a customized, options-based portfolio managed by our team; and third, we remain a long-term wealth partner, continuously reviewing, adjusting, and managing your portfolio so your capital keeps working for your evolving goals, opportunities, and lifestyle after the deal is done. A long-term partner focused on your wealth beyond the deal.
Our
Story
Get to Know Us
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Services
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M&A
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Tax Services
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Portfolio Management
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Vision
Our Mission
At My Site, we are dedicated to providing exceptional investment management services designed to help our clients grow and protect their wealth. Our approach is rooted in transparency and commitment to our clients’ financial success.
How We Work With You
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