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SERVICES

At Matrix Wealth Management we take a comprehensive consultative approach designed to take full advantage of our financial planning, investment, insurance and real estate expertise. In addition, we routinely work with accountants, attorneys and our clients’ other advisers to facilitate a truly holistic approach to meeting their goals and objectives.

The following is a summary of the services our firm’s specialists provide for our individual and business clients.


Personal Financial Planning

  • Comprehensive Financial Planning
  • Cash Flow Analysis
  • Financial Independence
  • Retirement Accumulation & Asset Distribution Strategies
  • Survivorship, Disability & Long-Term Care Needs Analysis
  • Educational Funding Strategies
  • Estate Analysis and Transfer Tax Planning

Insurance & Risk Management

  • Home / Auto / Personal Liability
  • Health Insurance
  • Life Insurance
  • Disability and Long-term Care Insurance
  • Asset Protection Strategies

Investment Management

  • Complimentary Review of your current portfolio and risk profile
  • Client Specific Target Rate Return Portfolios
  • Asset Allocation Modeling
  • Hedging and Monetization of Concentrated securities
  • Tax Efficient Strategies
  • Securities Lending
  • Coordinating your asset allocation with company sponsored retirement plans
  • Comprehensive performance reporting and benchmarking
  • 24x7  fully encrypted vault for account access, position summaries with analyst commentary
  • Account Aggregation opportunities regardless of custodian
  • Alternative investment strategies
  • Capital and Economic Forecasting

Business Services

  • Employee Benefits
  • Group Health Plans
  • Short- and Long-Term Disability Income Insurance
  • Supplemental and Voluntary Employee Benefits
  • BUSINESS INSURANCE AND RISK MANAGEMENT
  • Commercial Insurance
    • Property
    • General Liability/Umbrella
    • Builders Risk (Contractors)
  • Bonds
  • Professional LiabilityInsurance/E&O Insurance
  • Worker's Compensation Insurance
  • EPLI and Directors & Officers Liability Insurance
  • Fiduciary Insurance
  • Cyber and Crime Insurance
  • Business Owner/Executive Planning
  • Developing and Funding Life and Disability Buy-Sell Agreements
  • Key Person Insurance
  • Executive Compensation Planning

Greg Baldwin

  • 8800 SE Sunnyside Rd, Suite 213N
  • Clackamas, OR 97015
  • Phone: 503-227-7744 xt 101
  • Fax: 503-479-5112
  • Cell:503-381-0251
  • Dir:503-479-5113
FINANCIAL PLANNING
INSURANCE
INVESTMENTS
REAL ESTATE