Matschke & Lee Wealth Advisory Group of Raymond James

Matschke & Lee Wealth Advisory Group of Raymond James Personalized planning, strategies, and solutions to help you achieve your financial & lifestyle goals. .

Wishing you a safe and happy Independence Day. Our offices and the market are closed Tuesday, July 4, in observance of t...
07/04/2023

Wishing you a safe and happy Independence Day. Our offices and the market are closed Tuesday, July 4, in observance of the holiday.

Warmest wishes of peace and joy to you and your loved ones this Christmas.
12/25/2022

Warmest wishes of peace and joy to you and your loved ones this Christmas.

Instead of hauling out those familiar New Year's resolutions about keeping a journal or drinking more water, how about f...
12/02/2022

Instead of hauling out those familiar New Year's resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? Here's a set of resolutions that can help ensure your long-term financial confidence.

www.raymondjames.com

From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boos...
11/30/2022

From engaging in strategic partnerships to securing flexible liquidity, there are plenty of options to thoughtfully boost your business in the new year. Take a look at a few opportunities for expanding and improving to reach your goals:

www.raymondjames.com

Wishing you a happy Thanksgiving filled with time spent with the ones you cherish most.
11/24/2022

Wishing you a happy Thanksgiving filled with time spent with the ones you cherish most.

Conversations surrounding estate planning can be complicated, but hosting a family meeting can be a great way to facilit...
11/23/2022

Conversations surrounding estate planning can be complicated, but hosting a family meeting can be a great way to facilitate an effective discussion about your family's unique situation, needs and goals. Here's a guide to help get you started.

www.raymondjames.com

Prices for airfare, hotels, and even car rentals are higher than in previous years, and they're only getting higher
05/07/2022

Prices for airfare, hotels, and even car rentals are higher than in previous years, and they're only getting higher

tripsavvy.com

After 40 years of falling interest rates, investors around the world are bracing for tighter monetary policy. Read the l...
05/04/2022

After 40 years of falling interest rates, investors around the world are bracing for tighter monetary policy. Read the latest views of Capital Group | American Funds investment professionals.

www.capitalgroup.com

Markets are digesting cautious earnings data as the Fed begins its policy meeting. Read insights from Mike Gibbs, Direct...
05/03/2022

Markets are digesting cautious earnings data as the Fed begins its policy meeting. Read insights from Mike Gibbs, Director of Equity Portfolio and Technical Strategy.

www.raymondjames.com

Studies show that 75% of homebuyers within the last two years have at least one regret about the home they bought. How c...
02/26/2022

Studies show that 75% of homebuyers within the last two years have at least one regret about the home they bought. How can today's homebuyer avoid the same mistakes? Read more below.

zillow.mediaroom.com

Based on the resilient price action, there may be hope diplomacy can still win out - or that the market has priced in ev...
02/22/2022

Based on the resilient price action, there may be hope diplomacy can still win out - or that the market has priced in everything but a Russian invasion.

www.raymondjames.com

Your online presence is just an extension of you in real life. Here's how you can refresh your approach to social media ...
02/20/2022

Your online presence is just an extension of you in real life. Here's how you can refresh your approach to social media and build better connections:

www.raymondjames.com

Address

20800 Swenson Drive, Suite 325
Waukesha, WI
53186

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+12622073368

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