Broker Check

Creating Wealth Outside of Wall Street

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

Products and services include:

  • Annuities
  • Precious Metals
  • Life Settlements
  • Estate Planning
  • Private Pension Plans
  • Life insurance
  • Long-term care, disability and critical illness
  • Health Insurance Group health benefits

We do a lot of things differently at Matrix Wealth Management, LLC. We don’t want to “manage your assets” or use your money to speculate what the market or the economy might do. We want to empower YOU to:

  • Take back control of your money.
  • Establish your financial foundation by storing cash in safe, tax-advantaged vehicles that can earn 10 or 20x what banks do!
  • Build your net worth in investment vehicles that won’t “roller-coaster ride” with the market.
  • Grow your cash flow while minimizing associated taxes and fees.
  • Discover strategies to “live long and prosper” without ever worrying about running out of money.

Prosperity is building predictable, sustainable cash flow so that you can live your life and give your gifts without being a slave to the whims of the market.