Complete Wealth Management
We work collaboratively with you to build a customized investment and financial plan designed to meet your goals.
Your Benefits
A combination of independence, comprehensive service, and client focus sets us apart. As an independent Registered Investment Advisor, we provide the best advice for each client's specific situation and needs without concerning ourselves with the agenda of a parent company. We treat our clients as individuals and not numbers.
Investment Management
Built for you.
We believe that a successful long-term investment plan has two main components:
- A core investment philosophy that remains consistent over time and backed by comprehensive research and data.
- Investor behavior that matches up with that philosophy.
There are multiple ways to make money as an investor, but there is only one that is right for you. At MB, we work with you to design an investment plan that is built for your specific needs, goals, and objectives.
Why Us?
- Customized Plans
- Data-backed
- Disciplined
- Low cost
- Tax efficient
- Client engagement and education
Financial Planning
Built for you.
A financial plan is a living document that evolves over time as your life circumstances inevitably change. We work collaboratively with you to build out a plan that is customized to meet your life goals.
Why Us?
- Retirement planning
- Education planning
- Charitable giving strategies
- Social Security maximization strategies
- Goal and scenario analysis
- Tax minimization strategies
- Budgeting and cash flow analysis
- Insurance review
