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Plan for Your Financial Future,
STARTING TODAY
Our team is committed to helping you make your dream retirement a reality.
OUR TEAM
At Medalist Wealth Management, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.
Matthew Eilers
Founder & Private Wealth Advisor
Take Control of
YOUR FUTURE
Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:
Retirement Income Strategies
Asset Protection Strategies
Wealth Management
Life Insurance
Annuities
Tax-Efficient Strategies
Investments
Long-Term Care Strategies
IRA/401(k) Rollovers
IRA Legacy Planning
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Medalist Wealth Management is not affiliated with or endorsed by the U.S. Government or any governmental agency.
COME MEET WITH US
To learn more about Medalist Wealth Management or to schedule a no-obligation meeting, contact us today!
Phone: 844-MEDALIST
Privacy Policy | Terms of Use | Form CRS
Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice, nor that any performance data or any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.