Building Wealth

Beyond Wall Street

Don’t leave your retirement to chance and hope for the best. You need a proven process that logically examines all the moving financial parts of your life and how those parts interact within the big picture.

It’s Time to Look at Retirement Through a Different Lens

Matrix Is That Lens

You want the peace of mind of knowing you’ll have enough accumulated wealth to reach retirement with dignity. Yet, the conventional, Wall Street way of thinking, (putting everything in the stock market casino), doesn’t provide you with a plan, it provides you with hope

When it comes to the fate of your financial security, we know hope is not enough.

We believe it is time to walk away from outdated broker strategies and head toward a retirement plan built on something stocks can’t give you: security and stability.

What is Matrix Wealth Management?

Matrix Wealth Management provides retirement strategies to retirees and pre-retirees who seek alternative strategies to Wall Street’s stocks, bonds and mutual funds. Our deep experience in retirement readiness, estate planning and income maximization helps clients create sustainable tax efficient income during their retirement years.

Unlike typical money managers, we’re not here to use your money to “play” with the stock market.  We’re here to provide you with the knowledge and expert management that can grow your wealth throughout a long, healthy retirement.

Working with us, you will have the opportunity to:

  • Utilize the same wealth strategies as those of the one percent
  • Protect yourself and your loved ones from unforeseen events
  • Establish a solid financial foundation through safe, tax-advantaged vehicles
  • Learn time-tested methods of building net worth without relying on the stock market
  • Develop powerful growth mechanisms intended to enhance your cash flow

How We Do It

Retirement Re-Designed

Risk Management Strategies

Estate Planning

Tax Efficiency

Take advantage of the ability to maximize your retirement