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MW Investment Strategy is an independent, fee-only, Investment Advisor and Financial Planning firm based in Sonoma, California. Martin Weil, Certified Financial Planner, is the firm's Principal and sole Advisor.

Since 1997, we have managed investment and retirement accounts for individuals and families. Learn more about Martin Weil and our company.

Notes From the Field by Martin Weil

December 19, 2014

ABLE Accounts – Congress Agrees on Something

ABLE Accounts, which are tax-advantaged savings accounts for individuals with disabilities and their families, will be created as a result of the passage of the ABLE Act of 2014. Income earned by the accounts would not be taxed. Contributions to the account made by any person (the account beneficiary, family and friends) would not be Read full story

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