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MWM Investment Consulting and MAI Capital Management

MWM Investment Consulting and MAI Capital Management Are Excited to Announce Their Partnership

MAI and MWM Investment Consulting (“MWM”) share the philosophy of helping clients reach their financial goals through innovative and personalized service. We are pleased to announce our partnership, driving forward with the same client-first culture and commitment to financial planning and investment management.

MAI is an ideal partner for MWM, 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 Matt and Rick as you transition to MAI. They will continue to be your main points of contact and manage your financial plan. They will also 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 200 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 help grow and preserve your wealth.

We’re here to answer any questions. We can now be reached at:

 Matt Mathias: matt.mathias@mai.capital

Rick Beebe: rick.beebe@mai.capital

 

We look forward to being your partner today and for years to come. Welcome to MAI!

 

Best regards,

 

Rick Buoncore

Managing Partner,
MAI Capital Management

Rick Buoncore Headshot

Matt Mathias

Regional President,
MAI Capital Management

 

To learn more about our partnership, click here.