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Services

We take a comprehensive approach that centers on you.

Addressing the Financial Concerns

That May Keep You From Facing Your Future

Without a trusted advisor to develop the right plan for you, anxieties about your financial situation can easily develop into stress that overlaps with your personal life. That’s why we work as your partner in helping you achieve financial freedom, as you work toward a future that is not only secure as you live out your life, but also in planning for your legacy.


Seeking long-term guidance and planning.

Pre-Retirees & Retirees

Navigating complex questions and concerns.

Small Business Owners

Facing unique challenges for themselves and their loved ones. 

High-Net-Worth Individuals & Families



A warm, inviting coffeeshop bar.

What Strategies Are Right for You?


Comprehensive Financial Planning

Investment Management

Estate Planning

Tax Minimization & Tax-Efficient Investing

Philanthropy

Comprehensive Financial Planning

At Mattern Wealth Management, we feel that financial planning involves walking you through:

  • Forming and Clarifying Your Goals
  • Analyzing Your Current Financial Position
  • Developing Recommendations for Alternative Actions
  • Implementing Our Recommendations
  • Monitoring Progress and Updating Your Plan

Investment Management

With discipline, action and value at the core of our philosophy, we focus on applying meaning to your portfolio. Our investment management services include:

  • Portfolio Management
  • Asset Allocation
  • Sustainable Income
  • Cash Management

Estate Planning

We build a plan that can continue beyond your life by helping to coordinate the following:

  • Wills, Living Wills and Trusts

    We coordinate with your attorney to ensure the proper documents are in place.

  • Power of Attorney

    You need a POA for both your wealth and health.

  • Beneficiary Planning

    We help to ensure that your assets are disbursed how and when you want them, not the government.

Tax Minimization & Tax-Efficient Investing

Without the proper plan, you may find yourself paying more than your fair share of taxes. We use the following planning ideas to keep that from happening: 

  • Roth Conversions
  • Income Coordination
  • Capital Gain/Loss Planning
  • Asset Location
  • Qualified Charitable Deductions (QCD)
  • Donor-Advised Funds
  • Tax Planning Strategies

Philanthropy

You’re passionate about a number of organizations and your wealth should reflect your interests. Together we’ll discuss:

  • Maximizing Charitable Impact
  • Leveraging Gifts
  • Tax-Effective Giving
  • Family Involvement
  • Donor Advised Funds
  • Legacy Creation


Learn More About How We Help

Connect With Our Team