About M Wealth – M Financial Wealth Management

Welcome to M Wealth, an M Financial initiative offering exceptional fee-based wealth management solutions for Member Firm clients.  To assist Member Firms in the growth of their wealth management businesses, M Wealth provides sophisticated, fee-based wealth management solutions to Member Firms and their clients.  We offer everything from value-added wealth services to turnkey asset management and investment consulting.  By leveraging the aggregate financial buying power of M Member Firms, M Wealth offers the resources they need to grow their wealth management practices and help clients achieve their financial goals.

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Areas of Expertise

We use our experience and expertise to help affluent individuals, families, and companies achieve their financial goals through innovative wealth transfer, insurance advisory, and executive benefit solutions.

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Meet our Team

Our uncompromising performance standards are founded on the principle that the search for excellence is on-going and is part of the exciting challenge to help clients increase, preserve, and transfer wealth, and enjoy their financial well-being.

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The Power of M

M Financial Group’s Member Firms are recognized in the wealth transfer, executive benefits, and wealth management markets. Through the relationships M Financial has established with major product manufacturers, including John Hancock, Nationwide, Pacific Life, Prudential, TIAA-CREF Life Insurance Company, Symetra, and Unum, and the expertise of more than 150 leading independent financial services firms, Member Firms are positioned to deliver customized insurance, benefits, and investment solutions to meet the complex needs of their clients.