May 20, 2014

The M3 approach

At M3 Wealth Advisors,  we are the gatekeeper’s of your family’s wealth.  We are here to help plan your long-term wealth management goals, and to drive your investment strategy.

  • Independence – As an independent firm, we have the ability to offer a wide range of products and services to our clients.  We are not a huge organization, pushing a specific product in order to make a sale or meet a quota.  We work for our clients, and only recommend products and services that meet their individual needs.
  • Integrity & Transparency – This business is all about trust and service.  Many of our clients have been with us for 25 years, because they know the people managing their wealth are dependable and reputable.
  • Big Picture Thinking – We provide a holistic approach to wealth management.  We take the time to listen to your needs and understand your goals.  We start with the big picture, to determine if your focus is a risk or growth profile.  We get into the details, evaluate different components and resources and then recommend innovative and customized solutions.
  • M3 Command Center/ Family Office – This tool through Emoney, gives our clients insight and control of their finances.  It provides a central location for all of your finances and allows us to take a holistic approach to manage your wealth.  Using the M3 Command Center, we are able to help our clients make informed decisions about their finances.  We do this by creating sophisticated financial models that allow us to look at potential growth opportunities and determine the impact of your financial decisions on your portfolio.