High-net-worth individuals and families who receive our private client services also have access to the seasoned professionals at Mowery & Schoenfeld Wealth Management. We understand the demands on your time and the complexity of your needs, so we look at your full financial picture to create a personalized roadmap for your wealth journey.
Once you become a Mowery & Schoenfeld Wealth Management client, you unlock the highest levels of financial planning and analysis. Together, our expert teams offer everything you need to make the most of your wealth today while planning for tomorrow.
Our wealth management practice was created in response to the needs we’ve heard from our individual accounting clients over the past 30 years. With a deep understanding of financial markets, portfolio construction, investment management, and advanced planning strategies, M&S Wealth’s work and partnerships are driven by experience and client needs.
Understanding your unique financial situation and goals is our top priority. After a consultation where our team gets a sense of your income, investments, liabilities, and aspirations, we will collaborate with you to create a personalized plan that puts your priorities at its center. Whether that’s retirement planning, education funding, or estate management, our team will create strategies for the long term. With regular meetings and check-ins, we can stay ahead of any market changes and adapt as your needs evolve.
Whether you plan to retire in three or 30 years, we want to work with you to implement a plan that will provide long-term financial security. Choosing Mowery & Schoenfeld and M&S Wealth for your financial planning needs means partnering with a team that combines extensive expertise with a proven track record.
Our services are designed to ensure your legacy is preserved and your assets are distributed according to your wishes. As you move toward your goals, we offer income tax minimization and planning services focused on reducing your tax burden through strategic financial planning.
Our firm has built a reputation for delivering exceptional client service and tailored financial solutions. No matter your vision for the future, Mowery & Schoenfeld is committed to helping you navigate life’s financial complexities to get there.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the Firm for further information.
