Jeffrey Matthews Wealth Management, LLC is a registered investment advisor providing personalized investment management and financial services to individuals and families through advisor Seth E. Cherniak. Mr. Cherniak is also dually registered as a broker-dealer representative with The Jeffrey Matthews Financial Group, allowing him to offer both advisory accounts and traditional brokerage services. Clients can receive guidance on portfolio management, asset allocation, and securities investments while utilizing clearing and custody services provided through RBC Clearing & Custody. The firm assists clients in selecting appropriate investment strategies while managing potential conflicts of interest related to dual registrations, commissions, and mutual fund fees.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.