Gregory Anthony Matthews

CFP

Triumph Wealth Advisors, INC.

29 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Triumph Wealth Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

252 clients

Average Client Portfolio

$120K average

Assets Under Management

$30.3M

Fee Structure

Minimum Investment:None

Location

2625 N. Josey Lane, Suite 101, Carrolton, TX, 75007

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Gregory is an Investment Advisor Representative at Triumph Wealth Advisors and President of Matthews Financial Services, LLC. He also sells insurance and annuity products, including fixed index annuities, life insurance, long-term care, and disability insurance, dedicating a few hours per week to this activity. Gregory also serves as a board member for the North Texas Letter winners Association and refers clients to Estate Docs Pro.