Jeffrey Matthews Wealth Management, LLC

Overview

Jeffrey Matthews Wealth Management, LLC operates as an independent, individual-owned registered investment adviser that provides advice to both families/individuals and institutional clients. The firm functions as a capital allocator and blends fee models — traditional asset-based fees alongside hourly and fixed-fee engagements — to serve planning and investment needs. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and educational seminars or workshops. The firm is affiliated with industry entities such as a broker-dealer, a CPO/CTA and an insurance company. It does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices