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Matrix Wealth Management

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(503) 227-7744
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About Matrix Wealth Management

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.

Location & Directions for Matrix Wealth Management

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1001 Sw 5th Ave Suite 2175, Portland, OR 97204
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Services Matrix Wealth Management Offers

Risk Management
Business, Life, Health, Auto, Home & Long Term Care Insurance
Disability Income Protection
Investment Advisory Services
Asset Allocation
Portfolio Construction
Equity and Fixed Income Trading
Hedging & Monetization of Concentrated Equity Positions
Securities Lending
Financial, Estate, Gift, Generational, Tax, Retirement & Estate Planning
Employee Benefits

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