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MTX Wealth Management & MAI Capital Management

MTX Wealth Management and MAI Capital Management are Excited to Announce Their Partnership

MAI and MTX share the philosophy of building deep and lasting relationships with clients to help them achieve their financial goals. We are pleased to announce our partnership as we move forward with the same client-first culture and commitment to financial planning and investment management solutions.

MAI provides comprehensive wealth management services to high-net-worth families, including a specialized discipline supporting athletes, sports industry professionals, and entertainers. This makes MAI an ideal partner for MTX as both firms look to leverage each other’s experience and expertise. Together, we will launch a fully dedicated service offering under the MAI Sports name.


At MAI you will continue to have:
 

  • Advisor access. You will have the same advisor, support team, and access as you do now.
  • 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 towards 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 100 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’s personal financial website will serve as a resource to help meet your needs and provide real-time access to your accounts.
  • Expansive resources to meet your financial needs. These 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. We do so by acknowledging the hard work and dedication it takes to reach your level of success and by developing a customized strategy to grow and preserve your wealth.


We’re here to answer any questions; our contact information can be found below:

– Steve Trax: steve.trax@mai.capital

– Brad Smith: brad.smith@mai.capital

 

We look forward to partnering with you today and for years to come. Welcome to MAI!

 

Best regards,

 

Rick Buoncore

Managing Partner,
MAI Capital Management

Rick Buoncore Headshot

Steve Trax

Managing Director,
MAI Capital Management

 

To learn more about our partnership, click here.