"I believe that the most successful financial outcomes are built upon the foundation of a comprehensive wealth plan. By planning with ‘purpose’, we create a blueprint for a tailored investment strategy designed to preserve and grow your assets over time. A well-crafted plan prepares you for the future and gives you the confidence to navigate it with clarity."
Jake Matysek

Jake Matysek

"I believe that the most successful financial outcomes are built upon the foundation of a comprehensive wealth plan. By planning with ‘purpose’, we create a blueprint for a tailored investment strategy designed to preserve and grow your assets over time. A well-crafted plan prepares you for the future and gives you the confidence to navigate it with clarity."
About 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

Markets

Navigating Washington's risks: Mar-a-Lago accord, tariffs and municipal tax exemption

March 28, 2025Political uncertainty has reached rare heights, with tariffs, munis’ tax status and the value of the dollar the primary risks.Read Now
Wealth Planning

What is the Social Security Fairness Act and how will it impact Social Security benefits?

March 26, 2025On January 5, 2025, former President Biden signed into law the "Social Security Fairness Act.” Read about how this might impact Social Security benefits.Read Now
Investing

How to think about market volatility

March 26, 2025When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions nudged by that feeling are as rational and well-informed as possible.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.