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Overview

MAI Capital Management's mission is to be the most trusted provider of sound, objective, goals-based advice in all aspects of our clients' lives.

MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services.  Our recommendations are objective and centered on assisting you to achieve your goals.  MAI’s investment, planning and tax professionals will collaborate with you to develop, implement and monitor a financial plan tailored to meet your unique and individual needs.

Our firm adheres to a philosophy of attentive client service and preserving capital while providing meaningful growth opportunities. We coordinate a diverse range of customized services into a goals-based, comprehensive plan delivered with a concierge-style approach in the areas of:

  • Financial Consulting

  • Investment Management

  • Family Office Administration

These services are provided under one roof, allowing our advisors to be collaborative, agile, and responsive to your needs. All efforts are managed by your MAI advisor whose sole focus is to be a ‘solutions provider’ to help prioritize your goals and guide you to stay on track towards meeting them.

We firmly believe that before making any recommendations, it is crucial to take the time to get to know you and fully understand your goals and concerns. At the same time, it’s equally important for you to get to know us and the value we bring to you and your family. By making this investment of time, we are able to develop meaningful partnerships with those who entrust their future with us.

We take great care in serving the specific and unique needs of our clients and have the depth and experience to meet those requirements.