565 Taxter Road,
Our mission is to help our clients feel secure about their financial future and educated in the tools that can help them achieve it.
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.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you.
J. Matrik Wealth Management is a comprehensive financial planning firm founded by Steve Klimaszewski, CFP® in 1993. Scott M. Turner, CFP® joined in 2011 and Alex Goldfarb joined in 2019. The firm is run by CERTIFIED FINANCIAL PLANNERSTM professionals 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.
It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.