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Independent thinking. Outside the box.

M2 Asset Management, and President and Financial Advisor Matthew Matcovsky, welcome you to a truly independent environment where you can be confident that your family or business will receive experienced advice that is in your best interest, not that of an investment or insurance company.

You can be comfortable with the knowledge that you will receive personalized service and recommendations specific to the goals and needs of your family or business. Our clients are not limited to settling for generic cookie-cutter big-box "plans".

Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Estate

Estate

Manage your affairs during your lifetime and beyond.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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We're Here For You!

With the trusted experience and knowledge to both recommend and implement your personalized goal planning in a way that you and your family can be confident and comfortable with.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.
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What Can a Million Dollars Buy You?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.
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Understanding Equity Compensation

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.
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8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

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