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
Why cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read Now
The global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read Now
Common financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read Now
Building financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read Now
How to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read Now
Fed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read Now
If oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read Now
Stock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read Now
When oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read NowWhy cash flow forecasting and succession planning matter
March 30, 2026As a business owner, effective cash flow management is crucial. From growth to legacy, read on to learn the important components of a well-balanced strategy.Read NowThe global rates repricing: will central banks actually hike?
March 27, 2026The risk of a prolonged energy shock isn't shaking inflation expectations in the long run, but it is changing the odds of how central banks respond.Read NowCommon financial milestones women experience throughout their lives
March 24, 2026Many women encounter common life events that can affect their financial situation. A strong plan can help keep them on track to meet their financial goals.Read NowBuilding financial awareness in children: Leverage the extraordinary power of life’s everyday moments
March 24, 2026There are many “teachable moments” buried in everyday decisions and activities that can help children develop financial awareness and a sense of responsibility. Read more about it.Read NowHow to think about market volatility
March 23, 2026When the market is volatile, it’s natural to want to act on emotion. Here’s how to make sure the decisions are as rational and well-informed as possible.Read NowFed holds rates steady in March 2026: What investors can watch for next
March 20, 2026Rates stayed put at the Fed’s March 2026 meeting. Learn what the latest inflation and employment data signals about the Fed’s next move.Read NowIf oil backs off, risk reprices
March 20, 2026If oil flows eventually normalize, markets may reassess risk. We explore where gains could concentrate, why some regions may still feel a hangover and portfolio implications.Read NowStock-based compensation and the Section 83(b) election
March 20, 2026If you are an executive at a company and receive stock or options subject to vesting, a so-called 83(b) election might reduce your income tax liability over time.Read NowWhen oil jumps, household wealth guides the economy
March 13, 2026Oil spikes could transmit through the economy faster via equities than the pump, pressuring spending through the wealth effect. What could that mean for inflation paths, equity sensitivity and near-term demand?Read Now