WEALTH MANAGEMENT

Prosper with Purpose

WHO WE SERVE

Personalized Wealth Management Solutions that Work for You

We partner with hardworking high net worth individuals and families who face evolving issues at different stages of life by developing a thoughtful, goals-based plan and a customized, risk-appropriate portfolio.

  • Retirees
  • Business Owners
  • Executives
  • Professionals
  • Athletes & Entertainers
  • Family Office
  • Entrepreneurs
client experience

Empowering You to Simplify, Protect, & Grow Your Wealth

MAI has a 50-year history of being the central trusted resource for our clients and their families to help optimize their wealth and well being.

Integrated & Expansive Services

We deliver personalized advice and comprehensive services to help you simplify and optimize wealth, achieve your vision, and manage your unique and evolving needs.

Connect with our Wealth Advisors ›

Financial & Retirement Planning

Customized plan based on our evaluation of your current financial situation, priorities, and aspirations + ongoing monitoring to ensure you remain on track.

Investment Management

Personalized investment strategy driven by your goals, risk tolerance, cash flow/income needs, and the legacy you want to build.

Insurance & Risk Management

Access to life, disability, long-term care, property and casualty, personal and commercial liability, and specialized insurance for aircraft, boat and travel.

Alternative Investments

Leveraging our expansive network to provide access to curated private solutions and alternative investments.

Trust & Estate Planning

Building a thoughtful plan to pass wealth from generation to generation.

Taxes, Accounting, & Bill Pay

Keep more of what you’ve earned + payment of personal and business expenses, general ledger maintenance and reporting.

Lifestyle Support

Simplifying and streamlining tasks (e.g., bill pay, advice and coordination on large purchases) to help you save time and enjoy your interests and passions.

Family Governance & Education

Clarifying family values, defining vision and mission statements, and organizing meetings to educate and facilitate decision-making across generations.

Philanthropy

Unique opportunities to make an impact through direct gifts and formal structures such as charitable trusts, donor-advised funds or private foundations.

CLIENT EXPERIENCE

Clarity and Coordination

We provide you and your family with a personal team who has access to our comprehensive and fully integrated platform.

We look forward to learning about your financial goals.

CONTACT