MWM services
Specific service is customized to each client’s individual needs, and may include the following:
- Assistance in devising, articulating and clarifying a strategy for available wealth and/or other resources to meet longer-term goals and shorter-term objectives.
- Creation of a customized portfolio, including targets and ranges for myriad asset classes.
- Strategy development and implementation of charitable giving.
- Reporting in a timely and accurate fashion of positions, performance, (both absolute and relative benchmarks and versus goal), tax implications, and cash flows.
- Analysis of and advice on current in-force insurance.
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.
