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Facts and Insights
MWA Financial Services, Inc. is a leading financial services company that offers a wide range of services to its clients. With a legacy of over 25 years, MWA Financial Services, Inc. has established itself as a trusted and knowledgeable expert in the financial industry. The company believes in providing top-notch financial advice to its clients, enabling them to achieve their short- and long-term financial goals.
Assets Under Management, Number of Advisors and Time in Business:
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With an impressive AUM of $500 million, MWA Financial Services, Inc. has successfully managed to grow its business and help its clients achieve financial success. The company has a team of 25 knowledgeable and experienced financial advisors who are dedicated to providing personalized financial solutions to clients. Together, they have a combined experience of 25 years in the industry.
Financial Services Offered
MWA Financial Services, Inc. offers a comprehensive range of financial services to its clients. These include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
The company takes a holistic approach towards financial planning, considering all aspects of a client’s financial situation to provide well-rounded solutions.
Client Types
MWA Financial Services, Inc. caters to a diverse range of clients, including high-net-worth individuals, families, and small business owners. The company specializes in understanding the unique needs and goals of each client and tailoring its services accordingly.
Fees & Compensation
MWA Financial Services, Inc. operates on a fee-only structure, which means the company does not earn any commissions for recommending certain financial products. This allows the advisors to provide unbiased and objective advice to clients without any conflicts of interest. The fees charged by the company are based on a percentage of the AUM and may vary depending on the complexity of the client’s financial situation.
Background
MWA Financial Services, Inc. was founded in 1996 by Sarah Williams, a financial expert with over 30 years of experience in the industry. The company has grown significantly since its inception and has established itself as a trusted name in the financial services industry. The team at MWA Financial Services, Inc. is committed to upholding the company’s core values of integrity, transparency, and excellence in all aspects of its business.
Financial Advisor Disclosures to Know
As a registered investment advisor, MWA Financial Services, Inc. is legally required to disclose any potential conflicts of interest to clients. The company takes this responsibility seriously and ensures that all disclosures are made in a timely and transparent manner. Clients can also access the company’s Form ADV, which provides details on the company’s services, fees, and any disciplinary actions taken against the company or its advisors.
How does the advisor help clients – Key Takeaways:
– MWA Financial Services, Inc. is an established financial services company with 25 years of experience in the industry.
– The company has a team of 25 experienced advisors who provide personalized financial solutions to clients.
– MWA Financial Services, Inc. operates on a fee-only structure, ensuring unbiased and objective advice to clients.
– The company serves a diverse range of clients, including high-net-worth individuals, families, and small business owners.
– As a registered investment advisor, the company is committed to disclosing any potential conflicts of interest to clients.