Trevor Ramos
Investment Adviser @Matrix Private Wealth Solutions, Corp
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WORK HISTORY
Investment Adviser @Matrix Private Wealth Solutions, Corp
We do retirement planning and wealth management. Our goal is to give you the performance of the market, but with significantly less risk, so you grow when the market grows, but don’t lose all your gains and principal when the market drops. We will: • Guide you on your investment choices and strategy • Monitor and update your financial plan looking for tax reduction strategies and preparing for changes as you move through new stages in your life • Diversify your retirement monies both within and across different types of assets to reduce exposure to the market and protect you from major corrections that could derail your retirement program • Optimize and plan for your pension and/or social security benefits, deciding when to take them, and in what order to make your money last as long as possible
EDUCATION
Questrom School of Business, Boston University
Bachelor of Science in Business Administration, Accounting with a focus in Management Information Systems
SKILLS
ABOUT TREVOR RAMOS
Entrepreneurial, high-performing sales leader with a proven track record in consultative…
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