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Your Goals, Your Wealth, Your Way

Building long-term relationships to help you achieve your financial goals.






At MWM, we specialize in advising individuals, entrepreneurs and executives about a wide range of issues that affect them and their investments. 

Our mission is to bring a wide range of creative investment, strategy, and planning options to clients throughout the country for decades to come. 

Over the years, we have learned that our most successful client relationships have certain elements in common:

  • Our relationship is that of partners working together to achieve financial goals, as opposed to a client/service-provider relationship.
  • Our clients understand the value of the innovative investments that we bring to the table. They don’t tolerate cookie-cutter approaches. 


Our Clients Include:

Entrepreneurs and Executives

  • Business Owners
  • Farmers
  • Corporate Executives

Professional Services Practitioners

  • Attorneys
  • Dentists
  • Physicians
  • Veterinarians

 Families

  • Multigenerational wealth
  • Individuals who suddenly inherit wealth
  • Those experiencing divorce

Why MWM?

Independent Advising | MWM is a member of Summit Brokerage Service’s exclusive, #1-ranked network of independent boutique financial advisors in the United States.

Access | Jeff is currently licensed as a financial advisor in 12 states.  We can support the financial goals of individual and commercial clients across the country.

Innovation | The best strategies are developed through a combination of research, decades of direct experience, and a solution-focused mindset. Our innovative methods have saved clients thousands of income tax dollars and helped them build their lifestyles and legacies.

Longevity | After several decades of developing successful wealth management and tax planning strategies for our clients, MWM continues to expand its reach and provide services for a growing network of clients across the country.

Flexibility | As a fee-based firm, we offer you the ability to change your investment strategy whenever you want without having to pay ticket charges or commissions.

Do you prefer to:

  • Be more hands-on or hands-off when it comes to managing your wealth?
  • Schedule regular meetings with your financial advisor or check in occasionally by phone?
  • Adjust your investment strategies frequently or to have long-term plans that require little change?

No matter what your preferred approach to wealth management, our concierge approach can accommodate you. We specialize in working with clients who want to build a long-term relationship on their own terms with a trustworthy wealth manager who’s focused on helping them achieve their financial goals.

We Believe in a Collaborative Approach

As a boutique firm, we focus on wealth strategies while recognizing that our clients may need to work with other professionals, including:

  • Estate planning attorneys
  • Bankers
  • CPAs and accountants.

If you’re already working with any of these professionals, we can collaborate with them to ensure that the financial picture you’ve developed for your future is maintained. 

Relationships are our priority, and we also regularly recommend other professionals to our clients when they need to find the right addition to their team of advisors.

Whether you’re looking for advice on wealth management, tax strategies, or a retirement plan for your business, we can help. 

Wealth Management

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Tax Management Strategies

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Customized Retirement Plans

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Your Goals, Your Wealth, Your Way

Schedule Your Consultation Today