We believe our fee-based compensation model and client centered approach is the most effective way to provide our clients the level of transparency and objectivity required to be considered their most trusted adviser.
Our clients are not required to move their assets in order to work with us. Clients are free to use their current custodian, our preferred custodian, or employ multiple custodians.
Please feel free to contact me directly if you would like to learn more about our services. I look forward to meeting you. I am confident we will earn the opportunity to work closely with you over time as your partner in financial success.
-Keith Donnell, MWC President
As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a program that carefully balances investment strategies with preserving principal.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards.
We invite you to check out all the material on our website. If something prompts a question, please send us an email or call the office.