Our Services
Each of the families we serve receives fiduciary investment advice and tax services. These are the core components of the financial plan we’re going to build and implement for you. Before any advice is provided, we’re going to spend the time necessary to ensure we fully understand what makes your financial situation as unique as your fingerprints.
Core Services
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Investment Management
Our evidence based approach to building portfolios increases your odds of a long term successful investment experience. We’re tuning out the noise and emotions and focusing on what’s in our control: proper asset allocation, fees and taxes.
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Tax
We provide tax advice to all of our wealth advisory relationships. We believe it’s a foundational component in ensuring your investment strategy and overall financial well being is optimized and enhanced. Our goal is to help you keep more of what you earn. This is foundational to the enhancement of your wealth and well being.
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Retirement & Income Planning
The biggest risk you face throughout retirement is outliving your money. We implement sustainable investment income strategies that focus on outpacing inflation, mitigating risks and minimizing taxes. We want you to focus on enjoying this phase of your life.
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Financial Planning
Every client of MWA receives a comprehensive financial plan. Every recommendation and solution we provide is based on the uniqueness of your plan. As your life evolves, so does your plan.
Our Process- 3 Steps to Financial Independence
Step 01
Discovery
Your situation is unique and constantly changing. We want to learn what’s important to you: where are you financially today? Where do you want to be 1, 5, 10 years from now? What resources do you have available? We’re going to spend a lot of time getting to know you first.
Step 02
Proposal Next Steps
We’re going to outline specific opportunities and strategies we can begin implementing for you that will have an immediate impact on your financial trajectory. You will have a clear sense of exactly how each recommendation can be implemented by our team before we take action. This ensures we are all on the same page ahead of you becoming a client.
Step 03
Implementation
The moment you officially become a client, we begin putting in motion the action steps we outlined in your proposed financial plan. We are now working to enhance your wealth and move you towards gaining the financial independence you deserve.
Fee Structure
Transparency is at the heart of what we do.
No commissions. No product sales. 100% independent fiduciary advice. Always.
Annual Advisory Fee
Up to $3,000,000
0.95%
Above $3,000,000
0.65%
Tax advice, compliance and filing services are INCLUDED* for ALL clients receiving investment management services
*subject to a minimum of $1M in AUM
Our Partners
Your assets are held with some of the most trusted custodians in the industry: Fidelity Investments and Altruist. For investment management, we partner with the industry leaders such as Dimensional Fund Advisors (DFA)— a pioneer in the evidence based investing strategy. These partnerships give you institutional-quality resources with the personalized service of an independent firm.
