Our Services

Solving the unique investing and financial challenges of high net worth individuals and families is our specialty. We take great pride in our commitment and proven ability to execute successful solutions that stand the test of time.
Our comprehensive offering takes a holistic approach to ensuring that all facets of your financial landscape efficiently work together to meet your goals. Regardless of what your concerns are, our breadth of services covers them:

Financial Planning

Retirement Planning
Investment and Portfolio Management
Income Planning
Education Funding

Wealth Management

Mutual Funds
Exchange Traded Funds (ETFs)
Indexed Funds
Stocks
Bonds
Variable and Fixed Annuities
Government Securities
Fee-Based Accounts

Estate Planning

Succession Plans
Trust and Asset Protection
Tax-Minimization

Insurance

Life Insurance
Long-Term Care Insurance
Disability Insurance

We are passionate about being your trusted consultant to provide you with the education and tools you need to overcome your challenges and maintain a comfortable lifestyle successfully. Let us help you embark on your path to financial success today:

(949) 209-9441 or email mtodsen@mktwm.com