MWM Investment Consulting and MAI Capital Management have recently announced their partnership, combining their expertise in financial planning and investment management to help clients achieve their financial goals through innovative and personalized service. With a focus on attentive client service and maintaining a fiduciary approach, MAI provides access to an extensive team of over 200 professionals with various designations and advanced degrees, along with personalized technology and expansive resources to meet clients' specific financial needs.
As partners, MWM and MAI are committed to developing meaningful partnerships with their clients, prioritizing their financial goals, and guiding them on the path to success. With a client-first culture and a dedication to trust and customized strategies, MAI Capital Management aims to be a long-term partner in helping clients grow and preserve their wealth.
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