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Myriad Wealth Management Group, Ltd

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Myriad Wealth Management Group, Ltd

Overview:

MWM uses its experience and expertise to assist its clients in formulating and implementing plans of actions that most efficiently and effectively accomplish their specific objectives. These objectives generally fall into the following distinct yet interrelated categories: ESTATE PLANNING which includes the organizing of the estate for the orderly disposition to heirs and also minimizing taxes; WEALTH ACCUMULATION AND RETIREMENT PLANNING, which includes the formulation and monitoring of investment portfolios to accomplish specific goals at various levels of investment risk, as well as the analysis of existing portfolios for suitability and marketability of investments; also included is an analysis of current assets to future objectives, as well as an evaluation of alternative planning techniques to minimize taxation and maximize value so assets are available to fund future financial objectives; BUSINESS CONTINUITY/FRINGE BENEFIT PLANNING, which includes the legal and financial aspects of business formulation, continuity and disposition, as well as the development of executive benefit plans to accomplish senior management and company financial, retirement and key-man objectives; and COORDINATION of all of the above into one consolidated course of action to accomplish stated objectives.

Formerly known as: MWM

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