Check the background of this financial professional on brokercheck.finra.org/
The Mastilak Wealth Management Group
Serving You
28%are confident about selecting the right investments
Source: 2018 Institute for Divorce Financial Analysts Conference
95%of women will be their family's primary financial decision maker at some point in their lives.
Source: Women of Wealth: Why does the Financial Services Industry Still Not Hear Them?
30%of women aged 55-64 say they feel well prepared for retirement.
Source: 2015 BlackRock Investor Pulse Survey
We celebrate women; committing to Empower, Educate, and Enrich our women clients.
We can spend time working with and educating your family members, such as your adult children and grandchildren.
Jay has also earned the Accredited Domestic Partnership AdvisorSM (ADPA®) designation, which covers issues surrounding wealth transfer, federal taxation, and end-of-life planning needs for domestic partners.
Keeping You Informed
Dive into our latest articles, videos, podcasts, and more!
Sign up to receive news, event invitations, and investment insights directly to your inbox.