Matrix Wealth Management is an award winning, independent, wealth management firm headquartered in Portland, Oregon. We help our clients achieve financial success by providing a team based approach to Financial Planning, Insurance and Risk Management solutions, Investments in the Capital Markets and Real Estate. Our clients are families, business owners, executives, and retired individuals across the Pacific Northwest and the country.
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We are very honored to announce that Matrix Wealth Management has been selected as a FIVE STAR Wealth Manager based on client service in the Portland Metro area by an independent company and featured in the May issue of Portland Monthly.
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Retirement Plan Early Distribution Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan. This Cash Flow Analysis form will help you weigh your income vs. your expenses. Determine whether you should consider refinancing your mortgage. A balance sheet summarizes your assets and liabilities and reveals your net worth. |
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| Dow Jones Industrials | 12,454.83 | - 74.92 |
| Nasdaq Composite | 2,837.53 | - 1.85 |
| S&P 500 | 1,317.82 | - 2.86 |
| 10 Year Treasury Note | 1.75 | - 0.01 |
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1001 SW 5th Ave. Suite 2175 Phone: (503) 227-7744 |
Investment securities & advice offered through Financial Services Int’l Corp “fsic”, member FINRA/SIPC.
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