M3 Wealth Advisors, LLC

M3 Wealth Advisors is a leading financial services firm, dedicated to meeting the demands of the private equity community. What makes us unique is that we understand the complex economics of the venture capital and private equity world, and how it is linked to your personal wealth. We understand the economics of these companies and individuals, including how they make and grow their money. They need customized planning, and lifecycle management, from experts who understand their complex economics. We have over 25 years of experience working in this industry, and a track record of growing and transferring wealth for the most successful people in this community. The professionals at M3 Wealth Advisors have been here since the beginning, working with the pioneers…the top performers, in the private equity industry. Our clients include CEOs of public companies, senior executives in the venture capital and private equity world, as well as their portfolio companies. For many of the clients who came to us 25 years ago, we serve as their key advisor and Financial Guardians, responsible for integrating all of their wealth management needs. At M3 Wealth Advisors, we are your Financial Guardians, the gatekeeper’s of your family’s wealth. We recognize that wealth management is more than just your current finances, it’s your children’s and grandchildren’s money, and we take that responsibility very seriously.