Imagine comprehensive financial security for your future What does that mean to you?
You want a wealth advisor who stays focused on your financial future. It’s not all about retirement. You might want to save for life events, like a new home, your children’s education or a spouse going back to school. With MMB Wealth, you get:
● Customized financial planning ● Investment advice and wealth management ● Income sheltering strategies through insurance ● Tax strategies for individuals and businesses ● Coordination of benefits
And you have access to experts on our team to create a comprehensive estate plan, which includes diverse services such as wills, insurance, tax planning and business succession. We also hold the discretionary portfolio manager designation. This is the highest level of investment designation a financial advisor can achieve. With this designation, we’re empowered to make decisions on behalf of our clients. As a client you receive a portfolio tailored to your needs, built from the bottom-up, through individual stock selection. This creates a proactive portfolio that is proven to reduce risk and provide consistent returns over time. We’re dedicated to understanding your priorities first and then applying our proven process to get you the best results. Testimonial “I have been with Drew for many years. Never have I been so confident about my investments. Drew explains everything to me in terms that I can understand and I would never have anyone else take care of my investments.”
Let us show you how discretionary portfolio management can work for you
The opinions expressed above are those of the named client author and are in no way representative of the views of all clients. Client testimonials do not constitute a guarantee, warranty, or prediction regarding outcome of your investments.