Broker Check


J. Matrik Wealth Management is a comprehensive financial planning firm founded by Steve Klimaszewski, CFP(R) in 1993.  The firm is run by Certified Financial Planners who take a holistic approach to help clients achieve their clients financial goals. 

J. Matrik Wealth Management is a financial services firm that consists of top representatives who utilize a comprehensive approach to help clients achieve their financial goals. Whether our clients are striving to reach accumulation goals as young professionals, or realize income needs during retirement years, the professionals of J Matrik Wealth Management use an in depth financial planning process to help identify an appropriate plan and then customize strategies to execute the plan.

Purpose Statement

The advisors 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.

Mission Statement

Our mission is to help our clients make smart investment and financial decisions through professional relationships based on integrity, trust, and personalized service. We accomplish this mission by offering comprehensive advisory services to help clients prioritize and attain their life goals.