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Who We Help

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

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
    Get the Help You Deserve

    Securing Your Retirement Future

    Ready to take the next step towards a financially secure and fulfilling retirement? Discover how we can help you navigate these critical decisions.