MMJ Group

Our experience has shown us that no two clients—or their financial situations—are alike. Everyone has a unique set of challenges, needs and motivations. We begin our consultative process by sitting down and developing a strong understanding of your needs, both financial and personal.  We want to know you.  We want to know why you are seeking guidance and what kind of assistance would fit your needs.  In addition to learning about you, your history, your priorities and your aspirations, we want to understand your total net worth, including your assets and your liabilities.  We explore both sides of your balance sheet and can make your financial life come together as one. Once we learn as much as we possibly can about you, we help develop customized wealth management strategies that take into consideration where you are financially and where you hope to be in the future.We believe it’s important for the parts of your wealth management strategy —tax management, trust and estate planning services, life insurance—to work together as seamlessly as possible. In pursuit of this goal, we can collaborate closely with your attorneys to see that assets are titled properly, and with accountants and other key professionals, to consider business and personal tax impacts. Our hope is to become your financial advocate and collaborator in matters large and small for a very long time.