Who We Help

Our Valued Clients

Guiding Your Financial Journey into Retirement

Are you nearing retirement or have recently taken that monumental step? At MMWM, we understand the importance of a well-crafted financial plan tailored to this crucial phase of life. Scroll to view our key areas of expertise.

Discover Solutions

Client-Focused Expertise: Our Key Areas

Our ideal clients are individuals and couples like you, who recognize the need for a customized financial strategy. You’re looking for guidance on transitioning from the accumulation phase to efficiently generating income from the various buckets of money that you have saved—your nest egg.

Preparing a
Distribution Plan

Consolidation of Retirement Assets

Minimizing Federal and State Income Taxes

Choosing the Correct Pension Choice

How to Optimize Your Social Security Choices

Funding Education for Your Grandchildren

Determining if Roth Conversions Make Sense

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What Clients Are Saying

Thank you so much for the very thoughtful retirement gift! That was very sweet of you! I’m sure it will take a while for the concept to sink in, that there is no more daily “work routine”. We look forward to this change in lifestyle. And we credit your wisdom and guidance in helping us achieve our goals!”

– Jim & Amy
This is a great choice if you’re seeking financial guidance and advice. Very glad we found them; they have done a great job for us so far in our five year relationship. I only wish we had met with them in our 50s, rather than just before our retirement. Better later than never!”

– Lisa Vitalo, Google Review
MMWM is a great team of investment advisors which I have recently been a new client of. I feel very confident that they will invest my funds with Charles Schwab to accomplish for me the utmost positive returns, and will advise me with the financial investment options in my best interest. I truly appreciate their candid and personal approach from each team member. Jason, you get Five Stars!”

– Isabelle Ireland, Google Review