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 to 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
Insights
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now