We aim to serve those who do not know where to turn or who to trust. When we worked at other firms, we provided a high level of service to the ultra wealthy (families with $10M+ and institutions with billion-dollar portfolios), but were disappointed when we saw family and friends who were unable to find a trustworthy and capable advisor. We started MWA to help our families and friends get what they couldn’t find. Now we’re here to do the same for you.