Our Experience

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Asset management is a crucial part of your financial plan.  MWM has a portfolio construction process designed specifically for you.  No two portfolios are the same,  and there are no "model portfolios" here.

The transition to retirement can be daunting, but we think it should be a celebration.  This could be your best chapter yet! We can help you create an income plan around real estate, social security, pensions and investments with the goal of helping you to enjoy the good life you've been longing to live.

Think you will never retire?  We will not only give you a customized retirement plan, but we will also be there every step of the way with encouragement and fine tuning. Confidence is key in planning a successful retirement.  Knowledgeable, experienced professionals instill confidence.

You've worked hard for your family and yourself.  Neither should be in jeopardy because of the "mystique" of life insurance.  Together, we will determine if you need life insurance, and if so, which policy will best suit your needs.  

Planning for your best life is what we do, but that includes having the hard discussions about planning for the unknown.  Together with our vast network of Trust attorneys and accounting professionals, we can help ensure that your assets are protected and handled properly for the next generation.

Tax management is an important part of financial planning and one component of that is uncovering opportunities for tax loss harvesting. This could mean more money in your pocket and less to Uncle Sam. At your request, we will also work closely with your C.P.A. (or one of ours) to keep your financial team on the same page.

College tuition has one of the highest rates of inflation of any expenditure.  There are, however, accounts and services that can help you save to pay for college.  Whether it's an account for your kids, grandkids, or even yourself, we do all the legwork to help you maximize your college savings.