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Plan. Invest. Thrive. A fee-based, fiduciary retirement planning advisor in Toledo, OH since 1995.

7429 International Dr Ste A

Holland, OH 43528

Office: +1 419-861-1400

Toll-Free: 800-814-1706

info@mpmwealth.com

Mon–Fri: 9:00 am–5:00 pm

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About

Our Team
Our Process
Our Fees

Who We Serve

Pre-Retirees
Recently Retired
Professionals & Employees
Business Owners & Executives
Widows & Widowers
Endowments & Businesses

Services

Wealth Management
One-Time Financial Planning
Retirement Income Planning
Social Security Planning
Tax Planning
Estate Planning Coordination
Investment Management
Insurance & Risk Management
Charitable & Legacy Planning

Tools & Insights

Financial Fitness Check
Blog
Resources
Customer Stories

MPM Wealth Advisors is a Registered Investment Adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply any level of skill or training. Advisory services are offered only to clients and prospective clients in jurisdictions where MPM is registered or exempt from registration.

The content on this website is for informational and educational purposes only and is not intended as investment, legal, tax, or accounting advice, nor an offer or solicitation to buy or sell any security. All investments involve risk, including possible loss of principal. Investment products are not FDIC insured, not bank guaranteed, and may lose value. Past performance is not indicative of future results.

Check the background of investment professionals on FINRA BrokerCheck or the SEC's Investment Adviser Public Disclosure website.

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Charitable & Legacy Planning in Toledo, OH | MPM Wealth

Charitable & Legacy Planning

Defining the impact you want to make today and tomorrow.

Person delivering a bag of donations to a community charity.

Tactics we coordinate

Donor-advised funds (DAFs), bunch several years of giving into one high-deduction tax year.
Appreciated stock gifts, avoid capital gains; deduct the full market value (subject to limits).
Charitable remainder trusts and charitable lead trusts, for larger estates.
Family giving plans, bringing the next generation into the conversation.

Tax PlanningLearn more →Estate Planning CoordinationLearn more →Endowments & BusinessesLearn more →

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