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Montreat Wealth Management, LLC
       
 
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Montreat Wealth Management, LLC
 
 
Overview: 

Montreat Wealth Management, LLC, “MWM” provides financial counsel and investment management consulting for individuals and institutions.  We help clients manage and preserve wealth.  We also help them simplify their financial lives and make better financial decisions.  Over the years, we have helped many clients clarify and achieve their financial goals. Think of us as your family’s Chief Financial Officer, “CFO”.

MWM is a registered investment advisor.  We have expertise in investment management consulting and financial planning.  The principal of MWM has significant experience serving clients in a wide variety of wealth management areas.  The company serves a limited number of clients whose needs and philosophy mesh with our experience and expertise.

Our clients trust us to provide independent and objective financial advice and investment management consulting.  A MWM distinctive is that we sell no proprietary products. We are a "fee only" advisory firm.


 
 
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