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Our Services
The Representatives of J. Matrik Wealth Management provide our clients with a broad spectrum of services and resources as well as a variety of techniques and planning strategies.  We help clients find growth opportunities while preserving capital and reducing taxes. Both our individual and business clients benefit from the depth of our knowledge and experience in the areas of:

For individuals:

JMatrik Wealth Management professionals provide a comprehensive approach to providing financial planning services to our clients.  Through utilizing a broad spectrum of investment products, we are able to provide investment solutions for the following needs:
  • Retirement distribution strategies using a untraditional approach with the goal set on your income needs
  • Wealth accumulation approaches that help you reach your saving needs; whether they are educational,  life-situational or life cycle planning
  • Estate planning and wealth transfer strategies to assist you in creating the legacy of your dreams
  • Insurance solutions to protect you and your loved ones

For business owners:

Representatives of JMatrik Wealth Management assist our business clients with a multitude of advice based services to help them run their businesses smarter and more efficiently.  Some key areas of focus include:
  • Helping the business owner determine which type of retirement plan is most appropriate for his or her firm based on unique preferences.  Some examples of these plans include profit sharing, pension and 401(k) plans
  • Assisting in the selection and implementation of employee benefits such as health insurance, disability and life insurance
  • Providing the means for an owner to create a business continuation strategy like a succession plan or a key employee retention and/or replacement plan
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 This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 512-697-6000.

Securities offered through Kestra Investment Services, LLC.,(Kestra IS) member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. J Matrik Wealth Management is not affiliated with Kestra IS or Kestra AS.

This communication is strictly intended for individuals residing in the state(s) of CA, CO, CT, GA, IL, NV, NH, NJ, NY, NC, OR, PA, RI, SC and VA. No offers may be made or accepted from any resident outside the specific states referenced.

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