Our Partners

Working with MWM means you have your own personal Chief Financial Officer (CFO) sitting on your side of the table with every aspect of your financial life.  We’ve worked hard to identify industry experts in every profession to assist in the review and execution of solutions.   Our job is to independently evaluate and review to make sure your best interests are served.  We believe not one solution or expert is optimal for every situation.  Our relationships include experts in all major areas, including but not limited to:

• Local and National Estate Planning Attorneys
• Business and Advisory Attorneys
• CPA and Tax compliance experts
• Insurance Agents specializing in Life, Health, Disability, Property & Casualty, Long-Term Care
• College Planning
• Mortgage and Business Lending