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We get to know you and your family, your financial situation and what matters most to you.
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The Mathews Group
- phone
409.899.0121
- address
7675 Folsom Dr
Beaumont, TX 77706
Merrill Lynch
Wealth Management
Whatever your personal goals may be, we will work with you to develop a personalized financial approach designed to help you pursue what’s most important to you.
The Mathews Group
Welcome
As Merrill financial advisors, we offer advice and guidance to help you pursue your personal goals. We believe our wealth management philosophy is different, because it’s focused squarely on you and your interests—not only the market. Working with us means you have an advisor committed to understanding your unique concerns, priorities and financial resources. Understanding your life as our foundation, we will recommend appropriate financial strategies designed to help you pursue your goals, assist you as you track progress, and work with you to adjust your strategy, as needed.
Philosophy
No two people are alike. Consequently, there is no single wealth management approach that is appropriate for everyone. What matters most to us is what matters most to you. Once we get to know you, your priorities, your goals, risk tolerance, time horizons, liquidity needs and what you want to accomplish over time, only then can we help you position yourself to identify and address financial challenges and potential opportunities. To that end, we will thoughtfully employ our experience and resources to help guide you as you pursue your goals.
Focus on the American worker
John Mathews has been taking care of Refinery Workers and Plant Workers for 39 years. What he has found is that a majority of people who come into his office are unaware of the unique intricacies that affect their 401k and pension. John wants to change this, he prides himself on educating his clients on how to grow their wealth during their working years and how to preserve their wealth during retirement.
A teacher at heart, John looks to simplify complexity and clarify uncertainty. He prides himself on taking the time to educate clients and their family members surrounding the uncertainties of retirement. He does this so that you will have the confidence to make informed decisions about your financial future.
Click "Request An Appointment" at the top of this page to take a step towards being more informed about your retirement!
THOROUGH UNDERSTANDING of the 401(k) plans and pension plans of select refineries and plants located in Beaumont, Orange Port Arthur, Baytown, Corpus Christi, Galveston, Houston, Texas City, Evadale, Sulphur, Lake Charles, Mont Belvieu, and the surrounding areas.
Approach
Working with us means working with advisors truly dedicated to your success. Our approach is simple, transparent and supported by thoughtful investment guidance. Helping you pursue your goals starts with getting to know you and your family. Our job is to understand what matters most to you. We’ll work together to create a financial approach that reflects your investment personality and is built around your priorities. You’ll receive advice to help you navigate changes in your life.
Your approach to investing
Drawing upon research in the field of behavioral finance, Merrill developed the Investment Personality Assessment to help us get to know you better as an investor and potentially help you refine your own investing preferences. By gaining a deeper understanding of how you think and feel about investing through this assessment, we can customize the financial approach we develop together to help you pursue what matters most to you. Our Investment Personality Assessment is one of the ways to help us get to know you - to understand your goals and priorities. These questions will help us provide you with additional insights and resources.
Understanding your goals and priorities
Your life and goals change. We have tools to help you keep track of these changes so they can be reflected in your financial approach.
Capabilities
Our years of experience through multiple market fluctuations have helped us understand that we can help you pursue your goals by being consistent in our approach. We’ll work with you to build a personalized investment approach that helps you pursue your goals – no matter the financial environment. We’ll take into account your objectives, time horizon and liquidity needs and, perhaps most important, your sensitivity to risk and investment personality.
Focus On High-Net-Worth Individuals and Families
We’re fully versed in the many issues that affect wealth management. No matter what your short- and long-term goals may be, we’ll begin by getting to know you as we explore the following seven priorities together:
- Health: Managing healthcare expenses, now and in the future
- Home: Upsizing, downsizing, remodeling or buying a vacation home
- Family: Taking care of your family and other people in your life
- Leisure: Spending your free time in meaningful ways
- Giving: Volunteering, mentoring and giving to charities
- Work: Working in retirement, selling or starting a business
- Finance: Bringing it all together; defining your financial goals
This material should be regarded as general or educational information on healthcare or Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.
Meet the Team
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Dianne Walter
Wealth Strategist
Merrill
Erik Guerrero
Wealth Management Banking Specialist
Merrill
Daniel Colt
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #39170
Past Events
Social Security and You
Bruno's Italian Kitchen, 3199 Dowlen Road, Beaumont, TX 77706
December 7th, 2022|6:30 PM - 8:30 PM CST
Potential strategies for maximizing benefits
You’ve paid into the system for years and now it’s your turn to reap the rewards of your hard work. However, there are many rules governing when and how you can receive these funds. When you decide to collect can be a function of a variety of elements—including your current health, family history of longevity, marital status and the age difference between you and your spouse.
Join us for an informative seminar during which we’ll discuss:
- Who is eligible for Social Security benefits
- What factors you should consider before starting your benefits
- When is the most appropriate time to start taking benefits
- Ways in which you can potentially maximize your benefits
Mathews Group December Market Update.
December 2nd, 2022|11:00 AM - 12:00 PM
Please join us for our Mathews Group Market Update Series.
John Mathews will be discussing the outlook and thoughts on the current market environment and what information to be cognizant of in the coming weeks.
11:00AM CT Registration Link: Market Update WebEx Link
For more information:
Please call Taylor Fertitta at 409-899-0154 or email Taylor.fertitta@ml.com
Social Security and You
Bruno's Italian Kitchen, 3199 Dowlen Road, Beaumont, TX 77706
November 3rd, 2022|6:30 PM - 8:30 PM CST
Potential strategies for maximizing benefits
You’ve paid into the system for years and now it’s your turn to reap the rewards of your hard work. However, there are many rules governing when and how you can receive these funds. When you decide to collect can be a function of a variety of elements – including your current health, family history of longevity, marital status and the age difference between you and your spouse.
Join us for an informative seminar during which we’ll discuss:
- Who is eligible for Social Security benefits
- What factors you should consider before starting your benefits
- When is the most appropriate time to start taking benefits
- Ways in which you can potentially maximize your benefits
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, work with you to identify potential solutions that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management approach for the future.
Articles
Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
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