about MWM
Mayoue Wealth Management, LLC is led by Marcia Mayoue, MBA, CPA, CFA, CFP®, and is a fee-only investment management and financial strategy firm. MWM serves individuals, families, foundations, and select retirement accounts to create and implement myriad strategies designed to meet clients’ goals. For each portfolio we prepare a customized statement of investment policy codifying objectives, risk & return expectations, anticipated cash flows, restrictions and constraints. This becomes a touchstone document to refer to over time.
The unique value-add of MWM is two-fold. First is our expertise and experience in the related areas of accounting, tax, investment management, and financial planning. The second is our delivery of absolutely personalized customized services, provided in a fee-only (i.e. free of conflict of interest) environment.
Marcia M. Mayoue, CPA, CFA, CFP®
Mayoue has 19 years of investment experience, primarily in the specific areas of financial planning and investment management for individuals and institutions such as foundations and retirement plans.
