Matco Wealth Management

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Portfolio Review

The free portfolio review delivers a complete view on your investments and your life stage, here's what you can expect:

An analysis of your current asset allocation
Views on whether your portfolio matches your risk profile
Areas of improvement, centered on long-term goals
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An Advocate for Your Best Interests

As a fiduciary, we prioritize your best interests in all aspects of your financial life. We begin by understanding what matters most to you, your goals, and your timeline. From there, we create a customized plan uniquely designed for you.

A Simple, Transparent Fee Structure

We charge a straightforward fee based on the assets we manage on your behalf, ensuring our interests align with yours. We succeed when you succeed, and we don't earn commissions on investment products, providing you with unbiased advice.

Why Work With Matco?

Matco offers seasoned professionals, fiduciary care, and personalized strategies to protect your wealth and legacy.

"I have been a client of Matco Financial since their inception and have a high level of confidence in their people and systematic approach to investing. They are experienced, professional and provide a very personalized approach to managing my portfolio."
Michael S.
Client since 2007

"A trusted investment group which approaches each client with a personalized approach. Very knowledgeable and always available to discuss your investment needs and concerns!"

Shannon M.
Client since 2016
"I have been a client of Matco since 2019. I value their sincerity and knowledge, their clarity, and the time they will take to answer questions and address concerns. I highly recommend them."
Cathy M.
Client since 2019
[My advisor] has been a consummate professional and his depth of investing knowledge has been greatly appreciated. Amazing team at Matco Financial and I recommend them for anyone looking for steady growth and capital preservation as investment goals.
Jason S.
Client since 2019
[My advisor] and the team at Matco have consistently provided excellent service.  My questions are usually answered within the day and I appreciate that they take the time to make a personal call to answer.  Highly recommend!
Patti D.
Client since 2009
Have been with Matco Financial for about a year or so and it has been a great experience.  [My advisor] is professional, highly knowledgeable and always makes time to answer questions.  In addition to managing my portfolio, [my advisor] has helped me form a long term, personalized financial plan.
Tony B.
Client since 2019
Its been an absolute pleasure working with [my advisor]. He is very knowledgeable, understands your goals and comes up with customized and tailored plans and strategies. Always available to share insights and educate which helps in building trust and great relationship. Highly recommended.
Cathy M.
Client since 2019
"I have been a client of Matco since 2019. I value their sincerity and knowledge, their clarity, and the time they will take to answer questions and address concerns. I highly recommend them."
Cathy M.
Client since 2019
"I have been a client of Matco since 2019. I value their sincerity and knowledge, their clarity, and the time they will take to answer questions and address concerns. I highly recommend them."
Cathy M.
Client since 2019

20

years of service

98.4%

client retention rate

4/5

new clients come from referrals

as of December 31, 2025

Ready to find out where you stand?

Get an objective, no-obligation assessment of your current portfolio and its overall alignment with your financial goals.

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