The M3 Solution
M3 Wealth Advisors provides a broad range of financial solutions to manage and preserve your wealth.
Gatekeepers of your wealth
M3 Wealth advisors serves as the gatekeeper of your wealth planning your future and helping you pursue your financial goals.
Know and understand your risk tolerance to leverage your investment strategy and plan for the long term.
M3 provides automated investing strategies in broad index funds as we seek to move up with the market and diversify to manage against market swings.
Insurance & Estate Planning
Plan ahead for the long term and protect your and your family's financial future to preserve your wealth.
Take charge of your financial future
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Our take on what's in the news
As future generations begin taking hold, parents look to support and cultivate their growth with the wealth they themselves have accumulated over their lifetime. However, there is an estate tax that essentially cuts any funds left for future generations in half if above a certain amount. New tax laws passed by the Trump administration allow for[…]
With terms like “Bonds,” “Options,” or “Mutual Funds,” investing can look rather intimidating at first to interested onlookers. Fortunately, it doesn’t have to be.
What you might have seen in movies of intense action filled with shouts of “Sell, sell, sell!” and “Buy, buy, buy!” as stocks are traded in the New York Stock Exchange (NYSE) real-life investing for the average person doesn’t have to be so hectic, either.[…]
When it comes to financial planning and securing your future, living below your means is one of the most important practices you can keep.
John Brennan, the CEO and Chairman of the Vanguard Group and one of SmartMoney’s most influential individuals in investing, wrote a book in 2002 that was meant to serve as a guideline for careful budgeting and successful investing.[…]
Family Office 101: Estate Plans and the Law What is a Family Office? Family offices are private firms which offer full-service investment management options, primarily to Ultra-High-Net-Worth Individuals (UHNWIs). Family offices vary from some other financial planning and investment management firms in that they typically offer extra financial services that an Ultra-High-Net-Worth family may need,[…]
As the final flocks of millennials hang up their graduation robes and join the working world, their starting financial positions are more than a little disheartening. Right from the start, graduates are being thrusted into real-life tasks such as acquiring housing, healthcare, and childcare, all while paying off their ever-daunting student loans, which have more than[…]
Burton Malkiel is a renowned economist and writer, serving as both the Chief Investment Officer at Wealthfront and the Chemical Bank Chairman’s Professor of Economics at Princeton University. However, if you recognize his name, it’s likely due to his book A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing. The book sold[…]
Both young adults with burdensome student loan debt and current university students struggling to pay the bills have likely heard of how Elizabeth Warren, Massachusetts Senator and candidate for the Democratic ticket of the 2020 presidential election, intends to introduce new legislation that would eliminate some portion of the student loan debt plaguing approximately 44 million[…]
You just graduated college and you’re in debt, join the club. Both young adults with burdensome student loan debt and current university students struggling to pay the bills have likely heard of how Elizabeth Warren, Massachusetts Senator and candidate for the Democratic ticket of the 2020 presidential election, intends to introduce new legislation that would eliminate[…]
In recent weeks, President Donald Trump has exacerbated the global trade war by threatening to impose a 5% tariff on all goods imported from Mexico on top of the tariffs already being imposed on merchandise from China. While President Trump’s tariffs are designed to harm the economies of China and Mexico, fears of harm to the[…]
For the past year, the press has been inundated with news regarding Trump’s trade war with China. U.S tariffs against Chinese imports has caused the price of Chinese goods to grow, increasing U.S manufacturing costs and taxing U.S consumers. A prudent investor would expect the U.S economy to slow or decline as China is the[…]