The Firm

As a fee-only asset management advisory firm we have a strong vested interest in our client’s success. We work hand in hand with individual investors focusing on both capital appreciation and income strategies. MWM’s goal is to help our clients build and maintain their wealth. We provide portfolio management to individuals and their families in addition to small to medium size businesses. We develop and implement investment strategies tailored to each of our client’s needs and risk tolerance focusing on companies that offer both attractive valuations and growth potential. Our disciplined approach utilizes elements of quantitative, qualitative and fundamental analytical techniques.