Wealth Management

At MHT, our goal is to add value to our client's existing wealth management plan. We accomplish this by reviewing the current investment strategies through analysis and comparing performance to relevant benchmarks. By working with you and your investment advisors to understand your family's situation and financial goals as well as designing and implementing a more comprehensive strategy to help you preserve, grow and transfer the assets you have worked so hard to accumulate MHT can positively contribute to the overall management process.

The professionals at our firm have years of experience assisting clients and their future generations with the challenges of building and preserving their financial wealth. Our integral services combines advanced techniques in tax, estate, retirement, financial and investment planning with the insight, vision and experience which ultimately allow you to grow, preserve and protect your wealth.