Building long-term relationships to help you achieve your financial goals.
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 Clients Include:
Entrepreneurs and Executives
Professional Services Practitioners
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:
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.
As a boutique firm, we focus on wealth strategies while recognizing that our clients may need to work with other professionals, including:
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.