About Matrix
Matrix Wealth Management is the result of a professional alliance between Michael K. Chrysler, President Chrysler Asset Management, Inc and Gregory A. Baldwin, President Planning Resources Corporation.
Long-time financial services industry professionals, Mike and Greg met in 2006, and after getting to know one another learned that they shared the same professional goal: To build a comprehensive wealth management boutique that catered to families and businesses, built on a foundation of experienced professionals specializing in their own area of expertise coming together as a team to help our clients achieve their financial goals. The new combined Matrix Wealth Management was formed in December 2010.
Because we are independent from any Wall Street firm or Insurance company we do not represent anyone's priority products. As a result we are free to choose those investments, insurance and financial products that we feel will best meet our clients needs without any inherent conflicts of interest.
Doing business as Matrix Wealth Management, Mike and Greg are fee and commission Registered Representatives and Investment Advisory Representatives of Financial Services International Corp. which has custodial agreements in place with Fidelity Investments, Raymond James, Charles Schwab, and T.D. Waterhouse.
Our Vision Our vision is to grow a trusted wealth management firm, composed of uniquely qualified, values-driven professionals working as a cohesive team to solve the financial challenges of our individual, family and business clients. The Mission To serve our valued clients as life-long advisors, protecting and growing their wealth through highly personalized, team-driven financial strategies. Values We believe that productive, long-term partnerships are built on a foundation of mutual trust. Our clients honor us by entrusting our team with the stewardship of their hard-earned assets. We will earn and maintain our clients' trust by providing sound, unbiased counsel and promising to always keep their needs ahead of our own. We believe that the individual dreams, desires and goals of each and every client hold equal importance and deserve our equal attention. We will strive to ensure each client feels like our only client We value the principles of teamwork, believing our clients are best served through a coordinated approach that capitalizes on the combined expertise, experience and intellectual energy of professionals who have focused their professional lives on a specific financial discipline, allowing them to become highly qualified and specialized experts. We value honesty and integrity as the most important characteristics of a wealth management advisor and view them as essential traits of any professional on, or affiliated with, our team. We value our good name above all else and understand that the preservation and enhancement of our company’s reputation depends as much on the ethical and respectful manner in which we conduct our business as on the outcomes of our efforts on behalf of clients. We exist to help people achieve their goals and secure their futures, not to sell products for our own benefit. We succeed when our clients succeed. We value our independence, knowing our clients are best served in an environment that is free from any potential conflict between what is right for our clients and what is right for a corporate parent.
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