JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC

Overview

Jeffrey Matthews Wealth Management, LLC is an independent, individual-owned registered investment adviser that concentrates on equity-driven portfolios while serving both individual/family and institutional clients. The firm acts as a capital allocator — building core exposures to publicly traded equities and layering in third‑party alternative strategies where appropriate. Investment activity centers on exchange‑traded equities as the primary building block, supplemented by mutual funds for broad exposure and by externally managed alternative vehicles in commodities, digital currency, and oil & gas for diversification and return enhancement. Service offerings extend beyond portfolio management to include financial planning, selection of other advisers, and educational seminars and workshops. Fee arrangements are flexible: the firm uses asset‑based fees, hourly billing and fixed fees depending on the engagement. Jeffrey Matthews is the named principal and the firm leverages relationships with broker‑dealers, commodity/CTA entities and insurance companies to access a wider set of investment products and distribution channels. The adviser is not an active ESG investor.

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Location & Offices