Matrix Wealth Management, Llc

Matrix Wealth was founded on the idea of taking care of everyday professionals and retirees. As a family-owned firm, we understand and also seek the value of financial security while creating a legacy for future generations. We are here to provide our client partners with a better path. We create individualized plans for each person, founded upon wealth strategies that we have developed over many years at our firm. We are here to provide an alternative to the stock-bond accumulation model. The holistic process we create takes into account all aspects of your wealth at the forefront and gives light to the alternative investment strategies truly available to preserve and accumulate wealth. Specialties-Tax-efficient Retirement Income - Alternative Investments -Small Business/Fund Capital Advisory - Asset Protection and Wealth Transfer -Holistic Financial Planning (CLOSED-2024)