Financial planning and wealth management for high-earning millennial couples.

Including tech professionals, physicians, and solo business owners

Specializing in advice around equity compensation, debt optimization, and portfolio withdrawal strategy

Millennial Tech Professionals Engaging in Financial Planning

FEATURED IN

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Let’s Do More With Your Money

Money is just a tool. At MWB, our mission is to help you maximize your resources to build toward financial flexibility while accomplishing your various goals on the path to independence.

Your Dedicated Financial Partner

  • Stay on track with Quarterly Progress Meetings:

    Q1 for cash flow review and automating planned savings

    Q2 for tax return review and current year tax planning

    Q3 for insurance review and employee benefits elections

    Q4 for year-end tax planning decisions and investment review

  • Beyond Wealth Accumulation:

    Financial Planning that helps you achieve a more fulfilling life by enabling you to use your money in ways that matter most to you.

  • Proactive tax planning strategies for long-term tax diversification and efficiency.

  • Rules-based strategies for capturing market returns and being tax efficient on the path to financial independence.

Typical MWB Client Profile

  • High-Earner-Not-Rich-Yet (H.E.N.R.Y) looking for guidance on how to make the most of their income.

  • At least one partner receives a form of equity compensation.

  • MWB clients want to be educated on their finances but want to delegate implementation as best as possible to free up their time.

  • MWB clients understand the value of having a long-term partnership with a financial expert to help them make decisions.

Getting Started

  1. Schedule your introductory meeting below

  2. We will review to see if it makes sense to work together

  3. Start your free assessment to evaluate the value of our services

See what our clients have to say.

MWB Google Reviews