WhoWeServeRon

Why MK-Wealth?

Our goal is to help you make the most of your wealth. For us, this means building and implementing financial plans that reflect your values and give you confidence that you can live well in the present while achieving longer-term goals.  We do this by managing your investments in the context with your life and legacy goals. We want to help you experience the trifecta of effective wealth management:  Invest well.  Live well.  Leave well.    

We have honed an investment and planning process that integrates some of the most advance thinking in investment strategy, financial risk management and behavioral finance. In the beginning, we applied our process to help large companies manage their pension assets and balance sheet risks.  Our work with pension plans led to us to recognize that the needs of individual investors are similar but more complex.  Institutional pension plan investors need asset management, income management and financial risk management, but the goal is simple - keep the pension payment promise - and they are tax-exempt. 

Individual investors, like institutional investors, need asset management, income management, and financial risk management but individual investors also have to manage the relative priorities of various goals and also deal with the presence of taxes.    So, we extended our institutional quality process to include a goals management framework and a tax management framework to manage the impact of taxes on a client's wealth experience.  Over the past 20 years we have applied our process to help wealth advisors serve their clients.  Now, we are bringing our expertise and services directly to you.

Are You Living in the Fragile Decades^(c)?

We focus on helping individuals, couples and families manage the risks and opportunities of the Fragile Decades^(c).  We call the decades before  and after retirement the Fragile Decades^(c) because the decisions you make during these decades have an outsized impact on your ability to live well and also achieve your life legacy goals.  It is during these two decades that our process can have the greatest impact on your success, however you define it it.  While we focus on clients in the Fragile Decades^(c), we do accept younger and older clients, particularly when they are part of an extended family relationship and/or they recognize the value of starting early and are seeking a time-tested, evidence-based process to help them.