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 ›
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