Bespoke Advising Solutions
Investment Management,
Financial Planning,
& Tax Strategies
Featured in:
About
Your Team
Fee-Only Fiduciary
We started MWA to change what Wall Street will never do – put clients first. We removed the limitations, red tape, and conflicts of interest that plague our competitors. No products to sell. No hidden fees. No commissions. Your best interests first, always.
Experience
& Education
We invested billions of dollars for financial institutions and attended top tier universities. To earn your trust and invest your life savings, we need to be supremely qualified. We’re investors, not salespeople.
Responsive, Proactive, Reliable
We listen to and learn about you before taking action. We follow up in a timely manner. We obsess over not letting things slip through the cracks. We don’t ask you to trust us; we prove that we’re a reliable partner.
Your ambitions
Our Solutions
We specialize in working with business owners and pre-retirees, however, our clients are primarily made up of individuals age 50+ that are pre-retiree professionals, empty nesters, inheritors, and those that don’t have the time or inclination to manage their finances, research how to benefit from tax savings strategies, or execute with confidence. We think outside the box to lower your tax bill and increase your net worth, and find these benefits to measurably exceed our fees.
services
How we can help:
Investments
Leave it to the pros. We’ve invested billions of dollars for leading institutions. We simplify investments and explain things in plain English.
Tax Strategies
We identify actionable opportunities to lower your future tax bill and lifetime tax liability. We implement strategies so you don’t overpay the IRS.
Cash Flow Planning
Generate consistent cash flows that last through retirement. We help you balance growth with income needs while minimizing your tax bill.
Real Estate
How is your real estate performing?
What are the tax implications of a sale?
What are your alternatives and options?
We figure this out for you so you can make an informed decision.
Legacy Planning
Estate planning is an ongoing process; it doesn’t end with creating a trust. We help you to protect, grow, and pass your legacy to the next generation. We alert you to blindspots that can cost you millions of dollars.
Family Office Services
We proactively communicate with your inner circle of advisors. For example, we will coordinate with your CPA to properly execute tax strategies that lower your lifetime tax liability. We can connect you with trusted advisors such as attorneys and tax preparers.
