OUR SOLUTIONS
M Wealth
Fee-only investment advisory services for Member Firms and clients

M Wealth provides a full spectrum of specialized investment management services rooted in academic research and thoroughly vetted by our experts. Combining a long-term, data-driven approach with the strength of M Financial's resources and partnerships, we deliver a robust, cost-effective investment advisory solution.

Explore M Wealth ›

Investment Management

  • Providing goals-based planning
    • Holistic view with consideration of non-managed assets
    • Target asset allocations for multiple financial goals
  • Household level portfolio management
    • Single asset allocation across multiple accounts
  • Access to exclusive managers and share classes
    • Dimensional, institutional funds

Tax Efficiency

  • Identify opportunities to harvest tax losses
  • Analyze funds’ capital gains estimates to determine optimal no-buy periods
  • Utilize asset location strategy to reduce tax drag
  • Employ low turnover money managers

Full Operational Support

  • Performance reporting
  • Online client portal
  • Billing
  • Rebalancing/trading
  • Management of distributions/contributions
  • Client RMD reminders for advisors

Marketing & Sales Support

  • Customized proposals
  • Wealth management brochures
  • Investment reference slides
  • Financial calculators
  • M Wealth Perspectives

Research

  • Webinars on relevant investment topics
  • Investment articles and research
  • Expertise to help answer client questions
M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same.