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Additional information |
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ML&R Wealth Management LLC |
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Mission statement:
ML&R believes that managing wealth is about more than acquiring assets and making investments. Our consultative wealth management process is focused on each client's unique needs, goals and objectives, offering a personalized approach centered on the individual, not the investment. Building an ongoing relationship with you is integral to all that we do. Our process involves discovering what matters most to you, providing distinct solutions to address the financial complexities in your life and keeping those solutions relevant for you over time.
In every aspect of our work, we make an uncompromising commitment to provide world class client service and to meet every client's highly individualized wealth management needs.
ML&R Wealth Management, LLC is a founding member of Bright Sky Group, an innovative alliance of independent investment advisors. Member firms provide wealth planning and investment advisory services for individual and institutional clients across the U.S. |
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Overview:
At ML&R Wealth Management, we believe that managing wealth is about more than acquiring assets and making investments, it's about you. Our consultative wealth management process focuses on your unique needs, goals and objectives, offering a personalized approach centered on you, the individual, not the investment. This process includes:
* Discovery - An initial Discovery Meeting focuses on you and your life. This discussion becomes the cornerstone of the deep client relationship we build with you. You share with us your values; goals; personal, professional and institutional relationships; assets; and interests. What does financial success look like to you? What resources do you have? What challenges do you face?
* Planning - In our Investment Plan Meeting, we present your Discovery Profile, which reflects our understanding of what you've shared with us. Based on your input, we fine-tune it as needed. You also receive our strategy document, including your proposed plan for bringing financial clarity to your life.
* Commitment - At our Mutual Commitment Meeting, we decide together whether the strategy we have presented makes sense for you. If it does, we proceed. We both sign an agreement, and your finalized strategy document becomes a blueprint for coordinated action.
* Regular Progress - Through targeted strategy, we seek to enhance your wealth and your life. Building an ongoing relationship with you based on trust and integrity is integral to all that we do.
Investing time at the beginning of this process allows us the opportunity to prove our commitment to your financial success. Focusing our services on discovering what matters to you, providing distinct solutions to address the financial complexities in your life and keeping those solutions relevant over time allows ML&R Wealth Management to build a uniquely personal relationship with you. |
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History:
ML&R Wealth Management LLC, a registered investment advisor and wholly owned subsidiary of Maxwell Locke & Ritter LLP, is dedicated to helping clients achieve their financial goals through a well thought out wealth management plan.
Started in 1997, ML&R Wealth Management provides wealth management services for a limited number of high net worth individuals, trusts, not-for profits and retirement plans. We offer an advisor relationship built on personal trust and integrity. We only work with clients when we believe we can add substantial value to their financial situations. As a fee only advisor, our interests are aligned with those of our clients. |
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