We designed M&K to empower generations of families to enjoy life – and each other – by preserving their wealth and delivering a highly personal experience every step of the way.
Our focus on families is the hallmark and driving force of our business – directing everything we do to protect your best interests and achieve your goals across every phase of life.
We start by taking the time to understand your unique family and financial dynamics. We then apply decades of collective skills, knowledge and experience to create a tailored plan, align relevant strategies and solutions, and implement, monitor and adjust throughout your lifetime as your circumstances evolve.
At M&K, we exist to preserve and grow your wealth and empower you to pursue your passions and build your legacy.
To fulfill that purpose, we pay careful attention to detail, provide the highest level of personal care, attention and service, and align leading tools and technologies to safeguard your assets and ensure an exceptional and enjoyable financial experience.
Financial
Planning
Personalized
Investment Management
Retirement
Planning
Tax
Planning
Estate
Planning
Insurance &
Risk Management
Business &
Real Estate Guidance
Philanthropic
Strategies
