A trusted wealth management firm, composed of uniquely qualified, values-driven professionals working as a cohesive team to solve the financial challenges of our individual, family and business clients. We provide advising and planning for your Risk Management (all Insurance lines), Business Planning, including Commercial Insurance and Employee Benefits and, Financial Planning, Investments, and Real Estate.
| Website | http://www.matrixwm.com |
| Employees | 1 (1 on RocketReach) |
| Founded | 2008 |
| Address | 8800 SE Sunnyside Rd Ste 213N, Clackamas, Oregon 97015, US |
| Phone | +1 480-258-6100 |
| Fax | (503) 479-5112 |
| Technologies |
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| Industry | Financial Services, Insurance |
| Keywords | Financial Advisor, Wealth Management, Wealth Advisor, Financial Planning, Investment Advice, Investment Management, Financial Security, Retirement Planning, Risk Management, Estate Planning, Financial Consulting, Long-Term Financial Planning, Portfolio Management, Business Financial Planning, Tax Planning, Family Wealth, Wealth Preservation, Asset Management, Retirement Solutions, Legacy Planning |
| Competitors | Hummel Winters Insurance, Independent Group Agency Inc. (view competitors) |
| SIC | SIC Code 641 Companies, SIC Code 64 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 524 Companies, NAICS Code 5242 Companies, NAICS Code 524210 Companies, NAICS Code 52421 Companies |
Looking for a particular Matrix Wealth Management employee's phone or email?
Mike Chrysler is the Managing Partner of Matrix Wealth Management.
1 people are employed at Matrix Wealth Management.
Matrix Wealth Management is based in Clackamas, Oregon.
The NAICS codes for Matrix Wealth Management are [52, 524, 5242, 524210, 52421].
The SIC codes for Matrix Wealth Management are [641, 64].