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Mattix Wealth Management LLC
Mattix Wealth Management serves retirement-minded clients who are in or nearing retirement. The firm offers financial planning and wealth management...
Overview
Mattix Wealth Management serves retirement-minded clients who are in or nearing retirement. The firm offers financial planning and wealth management services, investments, and insurance products, with a Purpose-Driven Retirement Plan focused on clarity, flexibility, and protection. As fiduciary advisors, they are legally and ethically obligated to act in clients' best interests.
General information
Firm type
RIA
Location
Country
United States
City
Jeffersonville
Principals
Brad Mattix
Founder and CEO; Managing Member, Investment Advisor Representative
Frequently asked questions
What are the known investment strategies of Mattix Wealth Management LLC?
No investment strategies, asset-class preferences, or portfolio holdings are publicly linked to the firm. Its approach to direct deals, fund commitments, or other deployment methods is undocumented.
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