MW Investment Strategy clients are both employed and retired; working couples with children and single persons; small business owners, and professionals.
Our clients reside principally in California, although we have client relationships as well in New York, New Jersey, New Mexico, and Utah. We routinely travel to meet in person with clients, whether they be in San Francisco, Los Angeles, or New York. We communicate quarterly, and meet with each of our clients at least once a year or when circumstances warrant.
As of Dec 31, 2012, MW Investment Strategy had 36 client relationships with more than $38 million in assets under management. Accounts are typically held in each client’s name at Charles Schwab & Co.
If you are interested in becoming one of our valued clients, don’t hesitate to contact us.