Your Financial Advisor should HELP you!

Have you ever prepared taxes for a client and at the end of the process they ask, "Is there anything more I can do?" and you know there is, but cringe at the thought of having to walk yet another financial advisor through what should be a very simple process?

Are you looking for help that is a phone call away that can provide "Out of the box" thinking to help you solve your clients tax problems?

Have you thought about helping clients set up or use

401k's or Defined Benefit plans
Oil drilling programs wells to reduce taxable income
1035 or 1031 exchanges
Using Delaware Statutory Trusts

Do you find yourself tired of answering questions for advisors and asset managers who are reactive and take more of your time? Do you feel they are sometimes a burden rather than an asset?

Have you had clients bring you a situation dealing with insurance, stocks, stock options of some wild combination of the above?

Do you wish a tax accountant could deal with all of this without the threat of them poaching clients, or giving conflicting advice?

We are here to help.

What we can do for your tax firm

Help you use our tools to provide tax strategies to your clients integrating all investment, entity, and insurance, along with simple and complex retirement plan options.
Set up and manage Defined Benefit Plans, 401k Retirement plans, IRAs etc...
We provide all forms of wealth management, from tax sensitive portfolios, to dealing with annuities when an owner passes away and all things in between. We work to make it easy for you to provide comprehensive tax planning for your clients investments and their associated estates
General tax problem solving. Our creative approach has managed to find ways to take care of our clients through a comprehensive understanding of tax laws and how they integrate with client assets and accounts
Your clients are safe!
Having prepared over 10,000 tax returns, I can assure you, for health reasons, I have zero desire to prepare taxes and be an accountant again! But I do have a lot of experience and a proven ability to solve problems. We will never try to "poach" any of your clients.

Who We Help

I work with individuals, families, and businesses who are looking to grow and manage their wealth, while minimizing their tax burden. Our clients include high-net-worth individuals, executives, and business owners. In addition, I work with Legal and Tax pros, helping them solve problems for their clients.

How We Do It

With almost 20 years as a Financial Advisor and 13 years as an Enrolled Agent, I have personally prepared over 10,000 Tax Returns, and have extensive experience solving the most challenging situations and supporting professionals who need help with their cases.

Why Choose MWMGAdvisors

Choosing the right financial advisor is an important decision. I pride myself on a personalized approach and commitment to my clients. I am dedicated to helping clients achieve their financial goals while providing them with peace of mind knowing that their assets are being managed by a team of experienced professionals.