matthew.filepp@pbwealthmanagement.com

Home
Home
About PB Wealth
Meet Matthew
Services & Pricing
Resource Center
Schedule a Consultation

Contact

Charlotte Office

15720 Brixham Hill Avenue

Suite 300

Charlotte, NC 28277

Phone: 9732294730

Mon-Fri: 9:00 AM - 5:00 PM

Sat: By Appointment

Have A Question?

Name

Email Address

Message

Thank you! Oops!

Contact

Office: (973) 229-4730

15720 Brixham Hill Avenue

Suite 300

Charlotte, NC 28277

matthew.filepp@pbwealthmanagement.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

PB Wealth, LLC is a Registered Investment Adviser with the state of North Carolina. Any information on this website should not be construed by any consumer and/or prospective client as personalized investment advice. Please refer to our current Form ADV, Part 2A (“Disclosure Brochure”) and the Brochure Supplement