A Powerful Strategic Partnership Serving Our Clients

As a client of J. Matrik Wealth Management, you receive the vast experience and advice of our seasoned team of knowledgeable professionals. You benefit from the depth of our combined experience, the diversity of our staff, our strategic partnerships and collective resources. This combination allows us to offer you the personalized attention and solutions of a small firm combined with the strength, expertise, resources and technology of a leading independent broker/dealer.

We are a powerful partnership working for you!

Our strategic relationship with Fusion Advisor Network and Kestra Investment Services, LLC (Kestra IS) enable us to access resources that provide you with enhanced wealth management strategies for your unique financial needs.

Fusion Advisor Network

Fusion Advisor Network is a membership organization comprised of some of the top independent financial advisory firms across the country. Through this network, J. Matrik Wealth Management receives top-notch practice management support and a community of like-minded advisors to share ideas best practices with.  These shared practices translate to better service, product and solutions designed specifically with our clients in mind. 

Kestra Investment Services, LLC (Kestra IS)

Kestra Investment Services, LLC (Kestra IS) is one of the nation's leading independent broker-dealers. Think of them as our back office.  Kestra IS provides us with access to some of the leading financial solutions and products and maintains no proprietary products; which ensures we are providing you with optimal solutions for your financial needs.