People Wealth Matters, LLC
People Wealth Matters is a comprehensive financial planning firm that offers insurance, investments, and wealth transfer strategies. We assist each client to help build, grow and maintain financial wealth to live a better quality life. We provide tailored solutions for retirement, college, and legacy planning, including brokerage, money management and debt evaluation services.
Our primary focus is on individuals, families, and business owners who are seeking guidance in creating and implementing their financial plan and are interested in a disciplined approach towards achieving financial freedom and independence. In addition to individuals, we work with small companies, advising on pensions and 401Ks, as well as charitable foundations and endowments providing investment advice and guidance.
People Wealth Matters takes a personal and unbiased approach to each individual’s financial situation and offers solutions based on the client’s financial needs and capacity. We provide clear and transparent explanation of our compensation structure and fees.
IVANA LOTOSHYNSKI, CFP®
The President and Founding Partner of People Wealth Matters, Ivana, has been providing financial solutions to communities since immigrating to the United States from Ukraine in 1996.