Different by Design

Your wealth is extremely important—to you, to the people you love, and to the causes you value. Your wealth represents your security, your hard work, your aspirations for the future, and your comfort in uncertain times.

At MCNW, we never lose sight of the seriousness of our mission or the value of your trust. We believe we’ve created a different kind of team designed for a different kind of client.

We believe we’re great at serving a select clientele. We’re unapologetic in our pursuit of excellence—a spirit that drives our continual improvement and our belief that our best days are ahead—for you and for our team.

We know your time is precious. Here are a few of the ways that we look to provide a different caliber of experience.

You’re not linear. Neither are we. The clients who engage us tend to have busy lives and complex circumstances. Their wealth has often taken on a scale that has become time consuming to manage. We help them unwind the intricacies of their wealth, weighing their options, evaluating their opportunities, and helping them discern how they can better advance their ambitions and goals.

You see value in customization. We invest a lot of time in our relationships— because it’s the right thing and because we enjoy the people we serve. Our relationships are deep, long-lasting, and close-knit. We’re honored to be a trusted member of a client’s inner circle, and we live that commitment through our empathy and discretion. We don’t pay lip service to customization—we insist upon it as an integral component of a successful relationship.

You know when you are well served. Service is something that’s easy to talk about but difficult to deliver. We know the importance of timely and reliable responsiveness for your needs. We invest in our service team, and we’re committed to performing at the highest levels—diligently and consistently. We focus intensively on service, leading by example in emphasizing the conscientiousness and discipline that can yield a better client experience.

You appreciate intellectual rigor. We tend to work well with people who recognize that all advice and guidance is not the same. Our team members are deeply credentialed and well educated. You’d expect nothing less. We are relentless in our desire to bring you the strategies and offerings that can have a material, positive impact on your life and legacy. We’re not content with “business as usual”—primarily because there is no “usual.” Each person, family, or business is unique, presenting us with a vibrancy and singularity that we find exhilarating and inspiring.

To speak with one of our Advisors, please see the red “Contact Us” button at the top of our webpage. We welcome the opportunity to discuss your needs relative to our capabilities.