Network·Family Office

Mattern Wealth Management LLC

Unclaimed

📍 LAWRENCE, KS

Family Officebusiness services
matternwealth.com/

SEC CRD #801-116993

About

Mattern Wealth Home — Mattern Wealth Management Home Services Meet Our Team Client Dashboard Articles of Interest Quarterly Market Reviews Contact Mattern Wealth Management Planning With You, Not for You Schedule a Conversation Estimated Tax Schedule Access Your Account Reach an Empowered Level of Financial Freedom Mattern Wealth Management is an SEC Registered Investment Advisor providing tailored investment management, family wealth consulting and client-focused services to those asking: --> Mattern Wealth Management is an SEC Registered Investment Advisor providing tailored investment management, family wealth consulting and client-focused services: Financial Planning Tax Planning Trust and Estate Planning Risk Management Our Approach Begins With You… The experience of our team has shown us that people are often forced to choose between forward-thinking wealth management and attentive, personal service. With this trade-off in mind, Mattern Wealth was founded to provide hardworking individuals with both — because you shouldn't have to compromise. We aim to combine wealth enhancement, protection and transfer to provide a personalized experience for our clients. And, in working hard to provide a sense of security and freedom by planning with you, we also believe in: Fiduciary Management Our fiduciary duty is to act in your best interest - a responsibility we take to heart in everything we do. A Fee-Only Experience Because we aren’t swayed by commissions or bound to offering c

Key Contact

KJ

KYLE J. CROSS

CHIEF COMPLIANCE OFFICER

📞 (785) 842-7680

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AUM

$579M

Location

LAWRENCE, KS

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