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Goals-Based Planning and Investing

Working collaboratively with clients to clearly understand their unique situation allows us to deliver the best possible solutions

In The News

October 6, 2022

West Point Business Group and MAI Capital Are Excited to Announce Their Partnership

West Point Business Group ("West Point") has partnered with MAI Capital, effective 9/30/2022.

October 3, 2022

MAI Capital Management Adds New Advisor in Florida Market

J.D. Loden joins as Senior Wealth Advisor and strengthens the firm’s presence in the southeast

September 26, 2022

MAI Capital Management Acquires Prime Investment Advisors

Bethesda-based Prime Investment Advisors expands MAI’s footprint in Mid-Atlantic Region