May 20, 2014

Our mission and vision

At M3 Wealth Advisors, our mission is to integrate private wealth management services, as we seek to protect, preserve and grow your family’s current and future wealth.  We’re not here to sell you products.  We are here to help plan your long-term goals and to drive your investment strategy.

Our vision at M3 Wealth Advisors is to be your professional managers and the gatekeeper’s of your family’s wealth.

M3 provides access to information through our Family Office/M3 Command Center, through EMoney. This provides the integration of financial and generational wealth planning and a fiduciary approach to asset allocation and investment options.