W Wellspent — Discovery Layer
Wellspent Discovery/Advisors/Matthew Filepp
Advisor

Matthew Filepp

PB Wealth, LLC · Charlotte, North Carolina

Fee-only verified CFPCFA
Structured for AI ingestion

Is this you, Matthew?

This record is what ChatGPT, Claude, and Perplexity read when a prospect asks for a fee-only advisor like you. Claim it to edit anything on this page, add narrative fields, and lock in your canonical presence so you show up where the right clients are actually searching.

Facts on file

NameMatthew Filepp
FirmPB Wealth, LLC
Location Charlotte, North Carolina
CredentialsCFP · CFA
Websitehttps://pbwealthmanagement.com
LinkedInhttps://www.linkedin.com/in/matthew-j-filepp-cfa

Something missing or incorrect? Claim this profile to edit it directly, or request a correction.