WEALTH MANAGEMENT

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

Wealth Mangement

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 combine 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

INDUSTRIES

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

© 2020 MELONI HRIBAL TRATNER LLP. ALL RIGHTS RESERVED.

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