The world is constantly changing, but at The Matthews Group, there are some things that you can always count on—our consistent advice, our deep wealth management experience, and our commitment to putting our clients’ best interests first. From long-term financial planning to results-driven portfolio management, we’ll deliver the guidance and solutions you need today to pursue your most important goals and to help protect your greatest asset—family.
“Clients rely on us as their trusted advisor, seeking to provide the best risk-adjusted returns while building a long-lasting relationship.”
— Michael Matthews
Michael Matthews has been recognized as an industry leader.
For his commitment to providing his clients with outstanding advice and guidance, he has distinguished himself among his competitors.
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020, 2021 (ranked #1)
- Forbes/SHOOK America's Top Wealth Advisors, 2016, 2017, 2018, 2019, 2020
- Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020
- Financial Times Top 400 Financial Advisers, 2016, 2017, 2018, 2019, 2020
- Barron's Top 1,000 Financial Advisors, 2009, 2010, 2011, 2012, 2013
Durable portfolio management designed to perform
Our group has often been asked to provide second opinion reviews of our new clients’ poorly performing portfolios. In many cases we have successfully restructured these portfolios to improve risk-adjusted returns. We use time-tested techniques to create durable, reliable portfolios designed to create and preserve wealth. We’re not afraid of benchmarks, we strive to meet or exceed them.
Planning for each priority in your financial world
From growing your net worth, to preserving and transferring it to the next generation, we believe that even your most complex wealth goals can best be achieved through a well-integrated, well-implemented plan. Our disciplined planning process enables us to look at all aspects of your financial life, identify your goals and address your concerns. With this understanding, we can then recommend an investment strategy designed to pursue your financial goals and objectives
For many of our clients, concentrated stock positions have contributed to their significant wealth. Your plan will also address these assets, and through diversification and other customized strategies, help you maximize their value today and for the future.
Experience you can rely on
We’re a large team of experienced professionals who have worked together for many years and weathered every type of market environment to deliver Advice. Beyond investing. Including:
- Estate planning strategies
- Retirement planning
- Corporate executive services
- Education planning
- Long-term care planning
- Investment management
- Banking and lending solutions
- Liquidity event management
- Corporate retirement plans
- Multigenerational relationships spanning decades
- Concentrated stock positions
Service shaped by transparency and communication
We believe our clients choose us and stay with us because they feel listened to and understood. We are responsive communicators who are never too busy to take your calls and get answers to your questions. It’s your life and your wealth. Because we care about both, we’ll work with you every step of the way to help you move forward with confidence— no matter what the future may hold.
Whether you’re looking to build wealth for you and your family or protect it for the future, we can help you find the right solutions.