Insurance & Risk Management
- Home / Auto / Personal Liability
- Health Insurance
- Life Insurance
- Disability and Long-term Care Insurance
- Asset Protection Strategies
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.