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    Wealth Management

    Wealth management is the coordination problem.

    Plan, invest, thrive, coordinated as one engagement.

    We help connect all the pieces of your financial life into a coordinated plan and program.

    Two people shaking hands over a desk after a planning meeting.

    What's included in MPM Wealth Management

    • A retirement income strategy: when and from where you'll draw money in retirement.
    • Investment management, allocation built around the plan, custodied at Charles Schwab.
    • Tax planning, coordinating with your CPA on Roth conversions, RMDs, charitable giving, bracket management.
    • Estate planning support, coordinating with your attorney on documents, beneficiary alignment, trust funding.
    • Insurance review, life, disability, long-term care, evaluated against your plan.
    • Charitable & legacy planning, QCDs, donor-advised funds, family giving plans.

    Who this is for

    Most clients have $1M+ in investable assets, a coordinated tax/estate planning need, and at least one significant transition coming up, retirement, a sale, an inheritance, a relocation, or a generational handoff.

    Frequently asked questions

    • Investment management is the allocation and trading of a portfolio. Wealth management is everything around the portfolio: the plan, the taxes, the estate, the insurance, the income strategy. Most investment-only relationships are missing 80% of the work.

    Ready to talk?

    Schedule a 15-minute introductory call.