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Products & Services

At Matthews Wealth Management, LLP, we provide assistance in the following areas:

Planning

  • Comprehensive Financial Plans
  • Asset Management
  • Cash Management
  • Retirement Planning
  • Insurance Planning
  • Education Planning
  • Charitable Giving

Accounts

  • Traditional Brokerage Accounts
  • Fee-only Wrap Accounts
  • Separately Managed Accounts
  • Trading Accounts
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • SIMPLE IRAs

Investment Instruments

  • Common Stock
  • Bonds
  • Government Securities
  • Mutual Funds
  • Exchange Traded Funds
  • Options
  • Futures Contracts
  • Private Equity

Insurance

  • Exchange Traded Funds
  • Options
  • Futures Contracts
  • Private Equity
  • Whole Life
  • Variable Whole Life
  • Universal Life
  • Variable Universal Life

Business Services

  • 401k Services
  • 403b Services
  • Profit Sharing Plans
  • Money Purchase Plans
  • Business Continuation
  • Key Person Insurance
  • Group Life & Disability
  • Defined Benefit Plans

If you would like to know more about our Products & Services, please contact us