Trusted Advisors to High Net-Worth Individuals and Families

Providing customized investment solutions tailored to each client's unique goals, needs and values.


Expert Advice and Holistic Wealth Management

Unrelenting commitment to doing what is best for each client in every circumstance.


Decades of Collective Experience in Pro-active, Long-Term Investing

Proven track record of successfully helping clients grow, protect and transfer their wealth.

About Us

We're different from other advisors: we're disciplined yet flexible, proven yet humble, sophisticated yet personable. And we seek out investment opportunities that bigger firms can't or won't pursue.

Our Team

At Matrix, the client comes first. Our talented team brings exceptional experience and expertise to each client relationship.


Why Matrix

We don't just provide personalized service, we provide personal service. We're not just financial advisors, we're trusted family confidantes.

Contact Us

Whatever your financial needs or challenges, we have the insights, experience and perspectives to help.