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Wealth Management

MHT's wealth management team can help you work towards your goals.


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.

Gift and estate tax planning
Cash-flow forecasting and budgeting
Retirement plan distribution analysis
IRA and qualified plan consulting
Education planning
Bookkeeping and accounting
Family office services
Financial independence analysis
Debt refinancing and consolidation analysis


Our diverse client base consists of closely held and mid-market businesses, high net worth individuals and tax exempt organizations.