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 communicate quarterly, and meet with each of our clients at least once a year or when circumstances warrant. We routinely travel to meet in person with clients, whether they be in San Francisco, Los Angeles, or New York.
As of Dec 31, 2013, MW Investment Strategy had 38 client relationships with more than $46 million in assets under management. Accounts are typically held in each client’s name at Charles Schwab & Co.
If you would like to discuss how we can work with you to build your financial future, please contact us.