JMatrik Wealth Management

Directions Website Contact the business

JMatrik Wealth Management The representatives of J. J. Disclosures: www.jmatrikwealthmanagement.com

Matrik Wealth Management provide our clients with a broad spectrum of services and resources as well as a variety of techniques and planning strategies. Matrik Wealth Management is a financial services firm where representatives use a comprehensive approach to help our clients achieve their financial goals. Whether our clients are striving to reach accumulation goals as young professionals, or realize income needs during retirement years, the professionals of JMatrik Wealth Management use an in depth financial planning process to help identify an appropriate plan and then customize strategies to execute the plan.

Women often spend so much time investing in everyone else that their own future takes a back seat. A quick retirement ch...
11/03/2026

Women often spend so much time investing in everyone else that their own future takes a back seat. A quick retirement check-in now can help you stay on track for the future you envision. Let's connect.

Do your estate documents still say what you want them to say?Join us for Beyond the Will: What Ever Family Should Know A...
11/02/2026

Do your estate documents still say what you want them to say?

Join us for Beyond the Will: What Ever Family Should Know About Estate Planning for a practical overview of the documents an estate plan is built on, the decisions behind each one, and the gaps that tend to go unnoticed.

📅 November 11, 2026
🕛 11:00 AM ET
Presented by Kate Cassidy, VP Advanced Markets

Reserve your spot today:
https://bit.ly/4sGH4bI

CRN202910-12271439

Business and family circumstances can change over time. Periodically reviewing your succession strategy can help ensure ...
11/02/2026

Business and family circumstances can change over time. Periodically reviewing your succession strategy can help ensure it continues to reflect your goals and intentions for the future. Let’s review your options.

Wishing you a day filled with fun, laughter, and a few sweet treats. 🎃🍬
10/31/2026

Wishing you a day filled with fun, laughter, and a few sweet treats. 🎃🍬

Financial surprises? No thanks. 👻A financial plan can help turn “What’s waiting in the dark?” into “I’ve got a plan for ...
10/29/2026

Financial surprises? No thanks. 👻
A financial plan can help turn “What’s waiting in the dark?” into “I’ve got a plan for that.”
Start planning for your financial future today!

You insure your home, car, and even your phone. But what about your income? An illness or injury could keep you from wor...
10/29/2026

You insure your home, car, and even your phone. But what about your income? An illness or injury could keep you from working and put your finances at risk. Let’s review your protection strategy and help safeguard your paycheck.

“When the well runs dry, we know the worth of water.” – Benjamin Franklin Drawing a poignant parallel between the value of water when the well runs dry and the crucial importance of disability insurance when one is no longer able to earn an income. This piece captures the essence of foresight ...

The investment portfolio is evolving for High-Net-Worth Individuals who are moving beyond stocks and bonds. Are you?http...
10/28/2026

The investment portfolio is evolving for High-Net-Worth Individuals who are moving beyond stocks and bonds. Are you?

https://bit.ly/3US9GC8

CRN202909-12132758

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he share...
10/28/2026

Last chance to register! Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he shares perspective on today's economic and market environment and the factors that may influence markets in the months ahead.

Join Daken Vanderburg for a timely discussion on how economic growth has remained firm despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session explores what simmering geopolitical tensions and elevated inflation mean for the Federal Reserve, v...

Open enrollment is an opportunity to review more than just health coverage. From savings accounts to retirement contribu...
10/27/2026

Open enrollment is an opportunity to review more than just health coverage. From savings accounts to retirement contributions, your benefits can have a bigger impact on your financial future than you might think. Before you click “submit,” let’s make sure you’re getting the most from what’s available to you.

10/26/2026

U.S. stocks ended last week mixed as investors moved away from technology and communication services and toward more defensive areas of the market. Treasuries gained on safe-haven demand, while inflation concerns persisted and elevated borrowing costs continued to pressure housing. Dive into this week’s market perspective for more analysis and key takeaways.

Address

565 Taxter Road Suite 625
Elmsford, NY
10523

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Website

Alerts

Be the first to know and let us send you an email when JMatrik Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to JMatrik Wealth Management:

Shortcuts

Share

Category

Nearby finance companies

Other Financial Planning in Elmsford

Show All