Matrix Wealth Management
Finance · Oregon, United States · 1-10 Employees
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Overview
Headquarters
1050 SW 6th Ave Ste 2175, Portland, Oreg...Phone Number
(503) 381-0251Website
www.matrixwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
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Jun
ZI Rank
1
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1
1
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1
About Matrix Wealth Management
Matrix Wealth Management was uniquely designed to provide a unique, concierge-style consultative approach to helping clients achieve their financial goals and objectives. By maintaining our independence from any large corporate financial partner, we have been able to provide truly objective insights that have earned our firm a reputation as trusted advisers who truly put their clients needs first. Greg brings 30-plus years of insurance and investment industry experience to the clients of Matrix Wealth Management. Prior to co-founded matrix Wealth Management in 2007 Greg owned Planning Resources Corporation, an independent insurance and financial services agency he founded in 1992 to provide wealth management and financial planning services to individuals and businesses. Gregs areas of specialization with Matrix Wealth Management include corporate and business insurance and personal financial planning. He is insurance licensed in Washington, Oregon and California. (CA License OB74963).Read more
Matrix Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2008
SC
Salvatore CociveraPresident, Certified Financial & Working With Corporate Executives & Small Business Owners Planner
Company Profile Activity
Activity Insights
Matrix Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Matrix Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Matrix Wealth Management.
Matrix Wealth Management Tech Stack
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Matrix Wealth Management was uniquely designed to provide a unique, concierge-style consultative approach to helping clients achieve their financial goals and objectives. By maintaining our independence from any large corporate financial partner, we have been able to provide truly objective insights that have earned our firm a reputation as trusted... Read More
