MWM Investment Consulting and MAI Capital Management have recently announced their partnership, combining their expertise in financial planning and investment management to help clients achieve their financial goals through innovative and personalized service. With a focus on attentive client service and maintaining a fiduciary approach, MAI provides access to an extensive team of over 200 professionals with various designations and advanced degrees, as well as personalized technology and resources to meet individual financial needs.
As partners, MWM and MAI aim to prioritize clients' financial goals and guide them on the path to success, offering services such as investment management, retirement and financial planning, family office services, and estate and legacy planning. With a commitment to building trust and developing customized strategies, MAI Capital Management welcomes clients to join their partnership and looks forward to being their long-term financial partner.
Generated from the website