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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

March 9, 2023

2023 New Annual Limits for Retirement and Other Benefits

As a participant in a 401k plan, knowing the contribution limits at the beginning of the year allows you to adjust your contribution to allocate that increase throughout the year to maximize the limits.

March 6, 2023

Do High Interest Rates Indicate That We Are “Back To Normal”?

John Zaller, CIO, was joined by Chris Grisanti, Chief Equity Strategist, to provide their latest thoughts on the current market environment.

February 10, 2023

MAI Capital Management’s Regional President Joan Malloy recognized on Forbes Top Women Wealth Advisors Best-In-State List

MAI is thrilled to announce that Regional President and Head of Family Office, Joan Malloy, was recognized by Forbes on the Top Women Wealth Advisors Best-In-State List, ranking sixth in the state of Missouri. Joan exemplifies everything that MAI stands for, especially putting clients and their needs first.