How does the advisor help clients – Key Takeaways:
Mullaney Keating & Wright Inc. (MKW) is a financial advisory firm that helps clients achieve their financial goals through personalized and comprehensive financial planning. With years of experience and a team of highly skilled financial experts, MKW offers a wide range of financial services to meet the unique needs of each client.
Facts and Insights
MKW has been in business for over 20 years, providing top-notch financial services to individuals, families, and businesses. The firm has been recognized as one of the top financial advisory firms in the country, receiving numerous awards and accolades for its exceptional services.
Assets Under Management, Number of Advisors and Time in Business:
| Total Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 25+ | 20+ years |
Financial Services Offered
MKW offers a comprehensive range of financial services that cover every aspect of a client’s financial life. These services include, but are not limited to:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
- Business planning
Client Types
MKW works with a diverse range of clients, including high-net-worth individuals, families, and small businesses. The firm’s services are tailored to meet the unique needs and goals of each client, regardless of their financial situation.
Fees & Compensation
MKW operates on a fee-only structure, meaning the firm is compensated solely by client fees and does not receive any commissions or incentives from third-party institutions. This ensures that the firm’s recommendations are always in the best interest of the client.
Background
MKW was founded by John Mullaney, Tim Keating, and Bob Wright, three financial experts with years of experience in the industry. The firm’s mission is to help clients achieve financial success and peace of mind through expert guidance and personalized financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, MKW has a fiduciary duty to act in the best interest of its clients. The firm is transparent about its fees and potential conflicts of interest, and its advisors are held to the highest ethical standards. MKW also has a team of compliance professionals to ensure that all regulatory requirements are met.
In conclusion, MKW is a trusted financial advisor that provides personalized and comprehensive financial services to help clients achieve their financial goals. With a team of experienced advisors and a commitment to putting clients first, MKW is a reliable partner for all financial planning needs.