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Question

Contact

Phone Number

I need to schedule, change, or cancel an appointment, or have a question about billing.                                    
Donna
704-940-4296

I have a question about my account, trades, or need cash.

Pam

704-940-4293
pwitt@matrixwealth.com

I have a question about my portfolio's allocation, managers, or performance.

Kim

704-940-4287
kwilhelm@matrixwealth.com

I have an investment question that requires research.

Lucy

704-940-4295
lgoins@matrixwealth.com

I have a question about my ability to retire, insurance, estate, employee benefits, a major purchase, amount I should save, or debt.

 Jonie

I have a question about trust services or Jonie is not available.

 Janice

I would like to refer a friend or colleague to Matrix.

Giles

 

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