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.