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, which can often place people in a position to simply hope for the best- if without a more comprehensive plan. It has been my life dedication to give professionals and retirees that comprehensive plan. 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. We pride ourselves on giving our clients the highest-end technology the industry can provide, with a process developed by the industry’s best Specialties: -Tax-efficient Retirement Income - Alternative Investments - Asset Protection and Wealth Transfer -Holistic Financial Planning