MWM is an Independent Registered Investment Adviser. Being Independent means you get advice that is timely and objective. MWM works with clients to build wealth over time. There are No Minimums for Income or Net Worth to work with us.
We are a Fee-Only Financial Advisor, which means we get our compensation from one source, our clients. No Commissions from selling you a product or kickbacks from the products we recommend.
As a Fiduciary Financial Planner, we put the interests of our clients first, PERIOD. You work hard for your money and deserve an investment adviser that avoids conflicts of interest to better serve you.