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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

February 2, 2023

MAI’s Matt Mathias Named to Five Star Southwest Florida Wealth Manager List in 2023

MAI is pleased to announce that Naples, Florida Regional President Matthew Mathias has been named to the 2023 Five Star Southwest Florida Wealth Manager Award list.

January 31, 2023

MAI featured in MarketWatch

Chief Equity Strategist Chris Grisanti shares insight on the impact the Federal Reserve’s policies have on the economy, and his outlook for the market.

January 19, 2023

January 2023 Market Update with John Zaller

On this segment of MAI’s Market Update, John Zaller, CIO of MAI Capital, reviews the challenging performance environment in 2022 and discusses the outlook for 2023 and beyond.