Macro Wealth Management, LLC (MWM)

Macro Wealth Management, LLC is a firm specializing in Macro-economic and Retirement Income Distribution Planning. Because we take a holistic approach to Wealth Management we are process driven and not product driven. The goal of our firm is to act as Macro-managers in order to co-ordinate all of your advisors, carriers, other providers and the products they use to work together in your best interest. To facilitate this process we utilize an economic model. By working with and coordinating all of your advisors, carriers, other providers and products via an economic model we seek to eliminate and or mitigate exposures that could impede protection and wealth creation over time. The economic model that we use is a system designed to help clients make monetary decisions based on the efficient and effective flow of money between assets. This helps our clients to obtain increased benefits and/or money supply for their enjoyment. The following are the many powerful Macro-economic principles that assist in the overall financial decision making process: Building wealth without setting limits The “Flow of Money” concept (Also known as Velocity of Money) Cost recovery strategies Maximizing access to your money Tax recapture strategies Maximizing protection and risk management Conserving while enjoying assets Having the flexibility to make changes Use of an Economic Model to measure, verify and implement strategic financial decisions Optimized financial decisions cannot be made in a micro-economic context therefore, as our name indicates we put an emphasis on the Macro or Big Picture approach to our wealth management process. The founder of Macro Wealth Management has made it a commitment that our firm stay focused on a top down economic approach. Our firm constantly monitors the macro-economic landscape and by doing so stands ready to implement changes that can mitigate any adverse impact on our client’s overall financial and wealth building strategies. As a team of Macro-Economic Advisors, Macro Wealth Management offers a full portfolio of services and products to a diverse client base. At Macro Wealth Management we work with a four step process. Discover Our process begins with an initial meeting where we spend time educating our clients on economics and monetary theory. As part of the discovery process we get to know you and your understanding of how money works. This is a crucial first step in that we feel being empowered with an education sets the stage for a successful relationship moving forward with all of our clients. Diagnose Our second meeting delves deeper into your specific financial situation as well as your financial objectives. We begin by looking at all areas of your financial world in a very comprehensive and holistic fashion. We take a diagnostic approach by integrating the economic model and by doing so we can determine exposures in not only protection but deficits in proper coordination and integration of an array of financial products. We equate the diagnostic stage to that of a financial MRI. Design Our third meeting is the design stage where we share our Executive Summary based on our findings from the Diagnostic stage as well as the integration of the Economic Model. Here we are able to show where there are exposures, make recommendations to eliminate those exposures and more importantly discuss financial strategies designed to increase the effective and efficient flow of money between assets. This meeting reinforces the discovery stage in that the client can now see the economic and monetary principles in action. Deliver Once we complete our third meeting we are ready to deliver the design stage by implementing our recommendations. As part of the delivery stage we are also monitoring any changes in the economy as well as making any updates based on the client’s unique financial situation. We also schedule ongoing review meetings to stay abreast of any changes in the client’s overall lifestyle. Macro Wealth Management seeks to deliver a strategic partnership to our clients by being your Macro-Manager.

Address: 115 West Century Road, Suite 360, Paramus, New Jersey 07652, USA

Phone: +1 201 690 3031
FAX: +1 866 479 0527