Managing Your Wealth, Putting You First
MA Wealth Management is an independent Family Office and Registered Investment Advisor that provides asset management and family office services for individuals and families with substantial assets. We offer an extensive platform of wealth management services, from investment policy design and estate planning, to philanthropic advising and lifestyle services. As our clients' personal chief financial officer, we help develop and implement a highly personalized strategic plan that integrates and coordinates the activities of other professional advisors to fulfill your financial goals.
A trusted family advisor since 1956, our experience and expertise is available to help the highly affluent build a financial and family legacy for the future.
Company Details
- Employees
- 1
- Founded
- -
- Address
- And Registered Investment Advisor That Provides Asset Management And Family Office Services For Individuals And Families With Substantial Assets. We Offer An Extensive Platform Of Wealth Management Services
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- ma-wealth.com
- Keywords
- Family Office, Wealth Management, Estate Planning, Investment Management, Philanthropic Advisor, Family Governance, Retirement Planning, Tax Planning.
- Competitors
- Naopim Family Office, Avantra Family Wealth, Mavros.
Ma Wealth Management Questions
Ma Wealth Management's website is ma-wealth.com
Ma Wealth Management's LinkedIn profile is https://www.linkedin.com/company/ma-wealth-management
Ma Wealth Management has
1 employees.
View email and phone details for 1
employees at Ma Wealth Management.
Ma Wealth Management's industry is
Financial Services
Ma Wealth Management's categories are Financial Services
Ma Wealth Management's founding year is 1956
