ASSETS UNDER MANAGEMENT

$642.6

MILLION

OPERATING IN 

OFFICE LOCATIONS

MWMGlobe-BackgroundRemoved.png

SERVING CLIENTS FOR

10

YEARS

SERVING OVER

900

CLIENT FAMILIES

Data as of 6/10/2019


 
 

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.