Our Services

Our advice-based financial advisors provide timely strategies you can pursue with confidence. Below are some of our specialties.

Guided Wealth

Just beginning your investment journey? Want to take the guesswork out of investing? Still want a live person when you need advice? Then this may be the right place to start…

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Financial Planning

The financial planning process has a tremendous number of nuances and complexities. A CFP® professional can deliver the advice, organization, best-fit financial instruments, and feedback to make sense of it all…

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Coaching

A proper planning relationship involves encouragement and guidance. We know what it takes to build first generation wealth as well as manage it, and we pride ourselves in being there for every step of the journey…

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Investment Management

Our depth of portfolio management options allows us to support our plans with solutions you can trust. We understand your needs change throughout your wealth cycle, and we can outfit you from accumulation to asset protection…

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Risk Management

Our insurance philosophy, first and foremost, is to insure to the need and within budget. We stand firmly in the corner of family protection and regard that as an essential part of the planning process…

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Tax Strategy

The average investment advisor takes tax strategy to mean the management of portfolio income and capital gains. At MPW, this is only the beginning…

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Pension Benefit Maximization

At retirement, many of our clients are confronted with the decision to take their entire pension, or pay about 10% of it for a reduced survivor income. This is a valuable benefit, but…

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Individual Employee Benefits Consulting

Our local corporations and small businesses vary greatly in their employee benefits. Depending on a client’s situation, some benefits should be taken advantage of, others need to be exercised on the right schedule to prevent unnecessary taxes…

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Gifting Strategies

We are always happy to discuss spreading the wealth to the next generation or the community. We counsel our clients on which assets to give and offer 529’s and UGMA’s as tax advantaged accounts for younger family members…

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Legacy Planning

Our depth of portfolio management options allows us to support our plans with solutions you can trust. We understand your needs change throughout your wealth cycle, and we can outfit you from accumulation to asset protection…

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Small Business Benefit Consulting

The focus on running daily operations often overshadows appropriate benefits planning. We start the process out by understanding what the business owner wants to achieve…

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Military & Pilot Financial Advisor

Just as your military career is disciplined, so should your financial planning. Memphis is home to thousands of veterans…

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