Matthew Paragamian is a wealth management advisor with The Etergino Group at RBC Wealth Management — a multigenerational practice led by Barron's Hall of Fame advisor Anne-Marie Etergino. Together, the team brings deep investment expertise alongside customized financial planning across estate, philanthropic, and legacy strategy.
The practice serves families navigating defining milestones — retirement, business sales, generational wealth transfer, inheritance, concentrated equity positions, and evolving philanthropic priorities. During times of change, Matthew provides steady leadership, disciplined strategy, and experienced counsel that helps clients live with confidence, build meaningful legacy, and move forward with clarity.
"Great financial planning is the foundation for confident decision-making — aligning investments with long-term goals and the impact you envision."
Matthew's work begins with listening. Before any portfolio is constructed or plan drafted, he works to understand the family behind the balance sheet: the values, the worries, the ambitions that span generations. That context shapes every recommendation that follows — from asset allocation to charitable structure to the quiet conversations about succession.
Based in Chevy Chase and serving clients across the Washington metropolitan area and beyond, Matthew is part of a team recognized by Forbes Best-in-State Wealth Management Teams (2024, 2025 & 2026) and ranked among the nation's leading advisors. The recognition is meaningful, but the work itself — helping a family move from complexity to clarity — is what defines the practice.
"Connecting Wealth with Purpose" is the organizing framework of the practice. The work begins by defining what matters most: a family's vision, legacy intentions, and the impact they want their wealth to have. Investment strategy, estate coordination, tax considerations, and risk management follow from that clarity — not the other way around.
The result is confidence, and a partnership built to endure across market cycles, life stages, and generations. For families in Chevy Chase and the greater Washington region, that partnership means having a trusted advisor who understands both the numbers and the narrative behind them.
Defining what matters most before any decision is made or any dollar is deployed.
Disciplined strategy and experienced counsel through every transition and market cycle.
Aligning investments with legacy intentions and the impact a family envisions.
Every engagement begins with a complimentary discovery conversation. The engagements below reflect the most common starting points; most clients layer several together as part of a long-term, multi-year relationship. Indicative pricing is shown for clarity and is confirmed in writing before any work begins.
A comprehensive financial plan built around your specific life outcomes — retirement timing, education funding, business exit, or generational transfer. Includes cash-flow modeling, Monte Carlo analysis, and a written investment policy statement.
Discretionary management of investable assets through RBC Wealth Management, with quarterly reviews, tax-loss harvesting, rebalancing, and access to institutional-class investments. Priced as an annual percentage of assets managed.
Coordination with your attorneys and accountants on trust structures, gifting strategy, beneficiary alignment, and generational transfer. Includes a written estate summary and family meeting facilitation.
Investment policy development, board education, and ongoing oversight for foundations, endowments, and nonprofit organizations. Includes quarterly performance reporting and annual policy review.
Strategies for executives and founders with concentrated stock positions — including hedging, monetization, exchange funds, and structured diversification plans tailored to your risk tolerance and tax situation.
Design and implementation of donor-advised funds, charitable trusts, and direct giving strategies. Includes coordination with RBC's charitable services team and impact alignment consulting.
A digital hub aggregating all accounts, documents, and planning tools in one secure portal. Includes goal tracking, net-worth monitoring, and secure document sharing with family members and trusted advisors.
A concierge-level engagement for ultra-high-net-worth families, coordinating investment, tax, legal, and lifestyle services. Includes quarterly family meetings and a dedicated relationship team.
The Etergino Group has been recognized among the nation's leading wealth management practices — but what matters more is the depth of resource, continuity of team, and disciplined process behind every client relationship.
The Etergino Group's practice has been listed in Barron's annual Top 100 Advisors rankings across the past decade — recognition reserved for a small group of advisors nationwide. Forbes Best-in-State Wealth Management Teams honors followed in 2024, 2025, and 2026.
Led by Anne-Marie Etergino, the team brings together senior strategists, planning specialists, and next-generation advisors — ensuring continuity across decades and through every life transition a family may face.
Based in Chevy Chase, Maryland, the practice serves families across the Washington metropolitan area and beyond.
As part of RBC Wealth Management — a division of RBC Capital Markets, LLC — clients gain access to institutional-grade research, fixed-income trading desks, alternative investments, and the global resources of one of North America's largest financial institutions.
Every recommendation is grounded in a written plan, an investment policy statement, and a review cadence that holds the strategy accountable across market cycles. No surprises, no hot takes — just steady, evidence-based counsel.
The practice's mission is simple: help clients align their wealth with their values, their family, and the legacy they hope to leave. Every plan, every portfolio, every conversation serves that mission.
A practice built on conversation, documentation, and the long view — captured in moments from the Chevy Chase office and the client engagements that define the work.
Whether you are approaching retirement, navigating a business transition, or simply seeking a second opinion on an existing plan, the conversation begins the same way — with a confidential, no-obligation discovery call.
Matthew personally reviews every inquiry and will respond within two business days to schedule a time that works for you.