James E. Matush, Jr.

James “Jim” Matush, CFP, MBA, is the CEO and Founding Partner of Trinity Wealth Advisors, a leading wealth advisory firm serving affluent families in the St. Louis area. With over 40 years of experience in financial services, Jim specializes in strategic financial planning, offering clients actionable plans to achieve their wealth and family goals. His expertise spans investment planning, wealth sustainability, enhancement, protection, transfer, and charitable giving.

Driven by a personal conviction to make a tangible difference in his clients’ lives, Jim founded Trinity Wealth Advisors to help families focus on both the possibilities wealth offers and its greater purpose. He is an innovative catalyst within the financial planning industry, having played key roles in the creation and evolution of two companies dedicated to providing the ultimate client experience. Jim also hosted a radio show, “More Money with Matush,” and enjoys speaking on various financial issues related to wealth management.

Outside of his professional endeavors, Jim dedicates his time to mentoring and supporting youth-focused organizations, a commitment strengthened after the tragic loss of his son Jamie in 2000. He and his wife are active members of Grace Church. Jim is also a proud father to his daughter Lindsay and cherishes his role as a grandfather to four beautiful grandchildren. He holds a bachelor’s degree from Texas A&M University and an MBA from Washington University in St. Louis.

Fun Facts about Jim:

1. Spiritual Anchors: For Jim and Deb, faith is not just a belief; it’s a guiding force that infuses their lives with purpose and vitality. Inspired by the scripture “Now faith is confidence in what we hope for and assurance about what we do not see,” they embrace each day with a sense of wonder and gratitude, eager to explore God’s creation and unravel the mysteries of the unknown. Their profound relationships with each other and their loved ones form the cornerstone of their existence, giving their lives deep meaning and significance.

2.  Adventure Seeker: Jim’s spirit of adventure knows no bounds as he seeks thrills in the most breathtaking corners of the globe. From the majestic peaks of the Chilean Mountains to the sun-kissed coastlines of Mexico, he embraces the exhilarating freedom of paragliding, soaking in the awe-inspiring vistas from above. Closer to home, the rugged landscapes of Colorado beckon, offering Jim a playground for his favorite pursuits – skiing, flying, fly fishing, and hiking. Whether carving through powder on the slopes or trekking along pristine mountain trails, he finds solace and rejuvenation in the natural beauty of the Rockies.

3.   Home Sweet Home: Nestled in the heart of Kirkwood stands Jim’s beloved residence, affectionately known as Cragwold or “Our Castle.” This historic abode not only serves as a sanctuary for Jim and Deb but also as a testament to their appreciation for heritage and architectural splendor. With its timeless elegance and rich history, Cragwold provides the perfect backdrop for their adventurous lifestyle, a place where memories are made and cherished for a lifetime.

4.  Wellness Warrior: Despite his active pursuits, Jim understands the importance of prioritizing health and well-being. He commits himself to a regimen of regular exercise and mindful nutrition, ensuring he maintains the stamina and vitality needed to pursue his passions to the fullest. By nurturing his physical health, Jim enhances his ability to embrace life’s adventures with vigor and enthusiasm.

5.   Embracing the Unknown: Whether he’s soaring through the skies or traversing untamed wilderness, Jim embodies the spirit of adventure in every facet of his life. His insatiable curiosity and zest for exploration inspire those around him to break free from comfort zones and seize the thrill of the unknown. With Jim as their guide, every journey becomes an opportunity for growth, discovery, and unforgettable experiences.