财富管理

It takes a great deal of trust to rely on the guidance of an experienced professional to help manage your wealth. We excel exactly on this kind of partnership.

The dedicated team at MBI, 有限责任公司, 老葡京手机app’s wealth management subsidiary, takes a holistic approach to wealth management to ensure our clients achieve the kind of lifestyle 和 the peace of mind they seek. MBI’s unique approach integrates tax, financial 和 investment planning. We begin by listening closely to underst和 your goals 和 integrate those aspirations into a comprehensive plan designed specifically to take you from where you are now to where you want to go in life. MBI’s team serves a diverse group of clients including:

We offer a wide range of services encompassing investment management, retirement planning, 慈善捐赠, education planning, estate 和 tax planning among others. We are passionate about working with you to help create the future you deserve. Click here to visit MBI’s website.

合规 documents including Form ADV Part 2A 和 the Customer Relationship Summary describing the work of the firm’s investment advisors are available for Councilor, Buchanan & 老葡京手机app 和 May Barnhard Investments.