MVM Wealth Management
MVM has learned that innovative thinking, active investing, and managing risk can produce superior client outcomes. We take an institutional approach to investment management and follow a disciplined due diligence process when selecting investments for your portfolio....
MVM Retirement Planning
Saving for retirement is a need many of us recognize – the uncertainty of Social Security and changing employer-provided benefits encourage us to be more responsible for saving and investing for retirement and preparing for the future...
401(k) Plans
As a business owner, you want to do what is best for your employees. Setting up a retirement plan is a great way to show your appreciation for all their hard work. More often than not, business owners treat employees like family and they only want what is best for them, unless you're a"Typical Wall Street Firm".
Saving For College
The cost of education has increased dramatically over the years. As private school and college tuition and expenses continue to grow annually, families should have a proper plan in place to pay for their children's education expenses. There are an array or tax-efficient opportunities available and with the help or our Financial Advisors, you can address the challenges of education funding.
Custody of funds
By using an independent custodian MVM is adding another layer of security for the client. The custodian, reports at least quarterly, directly to the client. The report usually includes cash -- inflows and outflows, trade -- buys and sells, starting and ending balances just to name a few items...
