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PORTFOLIO & INVESTMENT MANAGEMENT

WITH MWM ADVISORY GROUP

Living in an age of rapid change and constant communication, dozens of outside factors can have an effect on our personal investments. Global economic movements, tax law changes, interest rate fluctuations, wars, policies, etc. can have a tremendous impact on your portfolio returns.

All this information can be overwhelming for some investors and can cause impulsive reactions, or avoidance. For many people, keeping up with the markets on a daily basis is just not at the top of the list. This is where professional portfolio management holds value.

HOW CAN WE HELP?

ONE CLIENT AT A TIME

Minimizing Cost

MWM Advisory Group offers a straightforward fee schedule that is a percentage based on the amount invested through our firm. We offer our investment advisory services on a fee-based level and no commissions on trading as a fiduciary firm. We also offer a fee-only schedule for financial planning and managing assets held in outside accounts.

Experience Matters

All investment strategies are designed and monitored by owner and senior portfolio manager, Joe Murphy. Client funds are held in custody at the nation’s largest third-party custodian, Charles Schwab.

Portfolio Design—Your Goals

Your goals will shape our investment choices for your portfolio. Whether you want to create a legacy or build wealth for retirement, our customized approach helps ensure that your portfolio will reflect your needs now and in the future.

Fiduciary

The term gets a lot of mileage, but what does it mean? Fiduciary is a standard of higher care and fiduciaries are legally and ethically required to act in your best interest before their own. Not all financial advisors are fiduciaries. We are. It’s up to you as a consumer to ask and determine if you want your advisor held to this higher standard.

Tax Efficiency

Tax laws are complex and our job is to ensure that we minimize the impact that Uncle Sam has on your holdings. Tax-loss harvesting plays a major role in the overall efficiency of your portfolio—we identify which holdings can be sold to take advantage of losses from a tax standpoint.
For those that want to give back through charitable donations, we will employ tax intelligent charitable giving from your IRAs or gifting highly-appreciated stocks. We will advise on the best options according to your unique situation.
Many of our investment clients use our tax services which really helps us in understanding your entire financial picture. Our main goal for all our clients is to maximize overall gains and minimize overall taxation. Current tax code and proposed tax law changes are always considered and addressed for any major transaction or portfolio objective.

Diversification

In the world of investing, you will need to assume some level of risk to create gains. Markets can and will be volatile and unpredictable. By diversifying your portfolio across sectors and industries, you can effectively reduce the consequence of an incorrect forecast. Spreading risk has been a staple in investing, well, since there has been investing!
Diversification is an extremely important component in constructing your portfolio. Weighted allocation will be dependent on your risk appetite, market conditions and goals.

Socially Responsible

For many of our clients who wish to avoid certain companies or industries, we will choose investments based on your moral and ethical beliefs. We encourage our clients to take a stand against companies that employ a profit-over-people mentality. Education and relevant information are the keys to understanding where to invest your hard-earned money. We can make a difference and we can identify organizations that embrace this philosophy.

Trading Accounts

Some clients enjoy trading their own accounts, but would like the investment and tax advisement of a local professional on demand. As opposed to relying on the call centers at major custodians, many of our clients appreciate having someone they know and trust to advise them on investments.
We can guide you through any unique trading or tax challenges, and we offer this service on a fee-only schedule which can be billed directly from your core account. Our partnership with Charles Schwab allows our clients access to a popular trading platform and state-of-the-art research tools.

Portfolio Management / Investing

Fee-based, no commission portfolio and investment management services.

Retirement Plans for Business

Setup and management of 401(k) and similar retirement plans based on your firm’s structure.

Small Business Advisement

Tax planning and preparation, advisory services and more for your business.

Retirement Planning

Helping create lifetime retirement income that will last from accumulated assets.

Wealth Transfer

Insurance policies offset financial risk and offer multiple benefits and options.

Estate Planning

Our licensed attorney will formally draft your written plan for wealth transfer.

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We are open Monday through Friday from 9:00 AM – 5:00 PM by appointment only, and we are following all CDC protocols for COVID-19 at this time.