ASSETS UNDER MANAGEMENT

$629

MILLION

OPERATING IN 

OFFICE LOCATIONS

MWMGlobe-BackgroundRemoved.png

SERVING CLIENTS FOR

9

YEARS

SERVING OVER

700

CLIENT FAMILIES

Data as of 9/6/2018


 
 

Advisors

We provide comprehensive, turnkey practice management solutions with flexible affiliation options so you can focus on serving your clients and growing your business.

 

Investors

Our elite community of independent-minded, fiduciary advisors provides unbiased guidance to help you reach specific goals and achieve long-term financial security.