HW Financial Advisors and MAI Capital Management to Form Partnership
HW Financial Advisors (“HWFA”) recently announced its agreement to partner with MAI Capital Management (“MAI”). The partnership is expected to be made official by the end of the first quarter of 2021.
Our firms share a commitment to supporting clients in reaching their financial goals through innovative investment and wealth management strategies. We are driving forward together with a dedication to designing personalized and comprehensive wealth management solutions that meet each client’s unique goals.
MAI provides holistic wealth management and investment advisory services to high-net-worth families. MAI is an ideal partner for HWFA, providing the resources and scale to enhance the client experience and expand the available offerings for clients.
At MAI you will continue to have:
- Advisor access. You will continue to work directly with Steve and the HWFA team as you transition to MAI. They will continue to be your main points of contact and manage your financial plan and will be supported by the broader MAI team.
- Attentive client service. We work to develop meaningful partnerships with those who entrust their future to us. Our focus is to help prioritize your financial goals and guide you on the path toward meeting them.
- A trusted fiduciary. We will always maintain a fiduciary approach, putting your interests first.
As a result of the new partnership, you will now have access to:
- The backing of an extensive and experienced team. MAI has over 190 full-time employees. More than 75% of our professional staff have earned designations and advanced degrees, including Chartered Financial Analysts (CFA®), CERTIFIED FINANCIAL PLANNERS™ (CFP®), Certified Public Accountants (CPA) and MBAs.
- Personalized and comprehensive technology. MAI provides each client with personal financial and investment websites (MAI WealthView & MAI InvestView) that serve as dedicated and customized resources to help meet your needs and provide real-time access to your accounts.
- Expansive resources to meet your financial needs. Our resources include investment management services, retirement and financial planning, family office services and estate and legacy planning.
Our goal is to serve your specific financial needs through a relationship based on trust and by developing a customized strategy to grow and preserve your wealth.
We’re here to answer any questions. We can now be reached at:
– Stephen Rudolph: stephen.rudolph@mai.capital
– Stanley Majkrzak: stanley.majkrzak@mai.capital
– Craig Petti: craig.petti@mai.capital
– Andrew Marusic: andrew.marusic@mai.capital
– Marla Petti: marla.petti@mai.capital
– Nicholas McCreary: nicholas.mccreary@mai.capital
We look forward to being your partner for years to come. Welcome to MAI!
Best regards,
Rick Buoncore
Managing Partner,
MAI Capital Management
Stephen Rudolph
Managing Director,
MAI Capital Management
To learn more about our partnership, click here.
