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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2023
- Office Locations
- 1
Office Locations
About Gibson Monroe Wealth Advisors
Matthews Financial & Insurance Solutions (Gibson Monroe Wealth Advisors) provides tax-focused financial planning and retirement income strategy for professionals, business owners, and retirees, with a niche serving single women 50+ with $250k+ investable assets navigating retirement, inheritance, or widowhood. The practice also covers long-term care/insurance planning, healthcare-cost and legacy planning, and portfolio construction using ETFs and mutual funds. Led by CLTC/TPCP designee Jason S. Matthews, a frequent Bay Area media expert; custodied at Schwab.
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JASON SHAUNDRE MATTHEWS
Chief Executive Officer
- CRD
- #4940875
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,000,000 | -- |
| Non-Discretionary | $200,000 | -- |
| Total | $10,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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