Financial Services
Financial Services
WEPHIX, through its division at MAM Wealth Management, LLC a NASD/SiPC member, provides highly customized financial advice, investment solutions and brokerage service to families and foundations with $20 million or more in investable assets.
As our premier service for families and foundations with significant means, we specialize in providing ur clients with custom-tailored financial solutions and levels of sophistication and access to expertise and investments typically reserved for large institutions.
Since our inception, we have been dedicated to serving our clients through a relationship based on intimacy, integrity and mutual trust. We work with a team of wealth managers specialists in numerous areas of wealth management using the resources of WEPHIX then work with the client to construct, implement and monitor an asset allocation strategy that will help the client achieve his or her many objectives, including all the real estate investments.
See our different investment products and the alternative solutions that we can bring to you. We also offer a very unique platform of wealth tracking and control where you can view, with the click of a mouse, all your transactions happening in front of your eyes. Excellent for the Trustee's fiduciary responsibilities.
Investment consulting services are offered at MAM Wealth Management only through investment advisory programs and are not available through traditional brokerage accounts and products. Please speak with a MAM Wealth Management Financial Advisor to further discuss the differences between brokerage and advisory products offered by MAM Wealth Management.
Investments and services are offered through MAM Wealth Management LLC , member NASD and SIPC . ©2007 MAM Wealth Management. All rights reserved.