Broker Check

Wealth Management

Choosing to work with a boutique firm doesn’t limit your investing options, but the firm that you choose and the financial advisor you work with can. That’s why working with the right financial advisor is crucial.

MWM provides high-net-worth individuals, families, executives and entrepreneurs with wealth management strategies at an elite, concierge level of service.  We are affiliated with Summit Brokerage Services which is ranked as the No. 1 Independent Broker Dealer* in the country.  That affiliation affords us access to a broad selection of product and services to meet the unique needs of our clients.

 

Using new advances in tech-based investment platforms, we access institutional managers without being required to meet their minimum account balance requirements—sometimes set by institutional managers at $2,000,000.00 or more. These managers usually work with very wealthy foundations and state pension accounts. Now, they are available to you and our other clients.


*Summit was the Highest Rated Independent Broker-Dealer among all firms on WealthManagement.com's 2018 IBD Report Card. The referenced ranking is based on a survey created from the organizations proprietary criteria, which may not represent the experience of all participants.  Listing in this publication is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the firm or advisor by any client. 

The MWM process takes a holistic approach to financial planning that’s informed by the Yale Foundation investment model.

Why Is this important?

According to J.P. Morgan’s S&P 500 Price Index Chart, US investors lost 49% of their investment value over a three-year period following the 2000 crash.  The Crash of 2008 took place over eighteen months and resulted in US investors’ loss of 57% of their investment value.*  The bottom line: your wealth- which we’re building together- should not be subjected to such severe devaluation.  The Yale Foundation came to the same conclusion and developed their own investment model that we feel deviates significantly from Modern Portfolio Theory.

Instead of a check-the-box approach, we view planning as the foundation to build from. We invest assets in a tax efficient manner so that you maintain control of your tax management strategies. Each year, your annual tax information for each account will be transmitted electronically to your accountant. Thanks to Albridge, our online client portal, you have 24/7 access to your accounts, asset positions, and totals.

* You can access this chart at https://am.jpmorgan.com/us/en/asset-management/gim/adv/insights/guide-to-the-markets/viewer

We take all aspects of your financial life into consideration, including

· Change in marital status

  The birth of a new family member

· The death of a loved one

· Changes in real estate

· Your social security benefits

· Charitable donations

Looking for ways to get the most out of your college investment? Talk to us about plans for college tuition reimbursement.

The bottom line is that we aren’t afraid to be different than other advisors. In fact, that’s why our clients tell us they chose to work with us. They want the customized approach and personal touch that we provide.

No matter whether you’re interested in wealth management or wealth accumulation, planning for income in retirement or funding your child’s education, you can benefit from a solid financial plan and deliberate investment strategies.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

We recognize that past performance does not necessarily predict future results.

We monitor the market and consider all aspects of your financial life when creating a strategy. We look at the legacy you want to be leave including creating a plan to make gifts to charity. And we’ll respond creatively and resourcefully with careful consideration and follow-through.

As a boutique firm, our goal is simple: Have clients who love us for the ease of doing business with us, the personal attention we provide, and the quality of work we deliver. The result is a client experience like none other.

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