Jake Matysek
Illuminating a confident, clear path toward your financial future
Strategies aligned with your goals
Whether you're looking to create a roadmap toward your financial future, optimize your investment portfolio, ensure tax efficiency or build a lasting legacy, I help you design a plan that aligns with your specific values and objectives.
Bespoke services for every stage of life
I work with a diverse range of clients, from individuals and families seeking holistic wealth planning and investment guidance to companies looking for advice on defined contribution plans. I leverage the vast resources of J.P. Morgan, offering access to cutting-edge investment products across equities, fixed income, alternative investments, ETFs and more. In addition, I provide assistance with tax mitigation strategies, risk management, estate planning, insurance and banking, ensuring that every aspect of your financial life is thoughtfully addressed and integrated.
A relationship built on trust
I am fully committed to understanding your needs and aspirations. Through open, honest conversations and regular check-ins, I prioritize building relationships based on trust and transparency. This allows me to design and implement a wealth strategy that reflects your vision and pursues your goals.
Passion for your success
My inspiration for founding my practice came from my formative experience watching my father, a banker, navigate the 2008 financial crisis. This background fuels my deep commitment to helping clients avoid the pitfalls of poor financial choices and instead make informed, strategic decisions. I know firsthand how transformative solid financial advice can be, and I'm dedicated to helping you create a strong wealth management foundation.
Key services
- Wealth Planning—Customized, comprehensive plans tailored to your needs.
- Investment Strategy—Personalized portfolio management to align with your objectives.
- Tax Mitigation—Strategies to optimize your tax situation.
- Risk Management—Approaches for insurance and estate planning.
- Defined Contribution Plan Advisory—Experienced guidance for retirement plan sponsors and participants.
- Banking & Lending—Tailored banking and lending products that can help meet your needs.
I am ready to help you build a lasting legacy for your family or organization. Together, we will create a plan to ensure that your wealth works for you now and in the future.
Meet Our Team
Specialist Resources
Insights
Losing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read Now
Asset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read Now
Credit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read Now
Should you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read Now
Parents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Caring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read Now
How to protect your privacy with smart devices at home
October 19, 2026All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
Helping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Inflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read NowLosing a loved one: A checklist of tasks to consider
October 23, 2026Losing a loved one is difficult. A checklist of important tasks – from gathering important documents to arranging care for pets – may help ease some of the stress.Read NowAsset titling: How to title your assets for estate planning
October 23, 2026Asset titling can help ensure that your property and investments are passed down the way you intend. Learn how individual, joint, pay-on-death and trust ownership options compare.Read NowCredit markets look for AI’s weak links
October 23, 2026The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.Read NowShould you consider options trading or skip it?
October 22, 2026Should you trade options? Learn how to decide if they fit your financial goals and risk tolerance.Read NowParents: 5 ways to teach your kids about financial fraud
October 21, 2026With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowCaring for aging relatives: financial conversations and planning
October 21, 2026As your parents, in-laws and other loved ones grow older, you may need to be more involved in their care, including financial conversations and planning.Read NowHow to protect your privacy with smart devices at home
October 19, 2026All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowHelping older and vulnerable loved ones avoid scams
October 19, 2026Older and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowInflation, yields and equities: When does the pressure actually matter?
October 16, 2026Equities have remained resilient despite elevated inflation and higher yields. Earnings may determine how long that resilience lasts.Read Now