We will guide you through decisions on investments such as stocks, bonds, etf, real estate, etc to grow your net worth. Our advice ensures that you make efficient investments.

We design custom portfolios and financial plans for our clients to cater to their specific needs. By planning with us, you will lower or eliminate tax bills to make the most of your money.

Portfolio management - We make decisions on what to buy via stock, bonds, ETF, real estate, etc. to grow your net worth.

Our team of professionals strive to get your taxes down to a minimal or nonexistent. Find out how today!

Business formation and strategic tax planning are our specialties. Need to open an LLC? Not sure what tax status to choose?

MWM assists clients with choosing the appropriate tax status, salary or draw, and setting up retirement benefits.

Establishing retirement accounts for businesses and individuals-

Example: The IRA is personally owned by an individual, whereas a 401K is owned by the business and allows the employees to participate in.