Welcome to McEachnie Matthews Group Private Wealth Management
We are the architects of financial security. With a steadfast commitment to integrity, quality, and responsiveness, our mission is simple: equip you to make decisions that matter. But there’s nothing ordinary here. As your CERTIFIED FINANCIAL PLANNER® professionals in Waterloo, we offer financial planning that is shaped to meet you where you are and considers every angle when deciding where you want to go.
What do we offer? Fifty years—half a century—of financial planning experience. Whether you’re eyeing retirement, grappling with taxes, or preparing to pass on your wealth, we ensure each element clicks seamlessly into place. The result? A plan as cohesive as it is effective, letting you focus on living the life you’ve built.
At McEachnie Matthews Group Private Wealth Management, our CERTIFIED FINANCIAL PLANNER® professionals see wealth for what it is: a means to an end. That end? Your goals, your dreams, your aspirations. Investments alone don’t cut it; they’re part of a much larger equation.
Change is inevitable, but preparation is powerful. Our plans don’t sit on shelves collecting dust. They breathe, adapt, and evolve—whether it’s rethinking investments, spotting tax breaks, or navigating life’s surprises. A “living plan” isn’t a catchy phrase; it’s a commitment to keep your wealth dynamic, always working for you.
Your Partner in Financial Success
At McEachnie Matthews Group, our priority is you. Whether your goal is to build wealth, secure retirement, or protect your family’s future, we’re here to make it happen. The path is yours; we’re simply here to help you walk it with confidence.
Ready to start building a financial plan that works for you? Let’s turn your aspirations into actions today.