Who We Serve

There are few careers that allow you to do what you love and make a difference in the world. At MKT Wealth Management we are proud to say that our roles allow us to fill both of these capacities. We work with high net worth individuals and nonprofit organizations and help them clarify their complex planning needs and make sound, educated decisions regarding their futures.

Individuals and Families
Although our office is based in Irvine, California, our advisors have deep family roots in the south and still live by the values of family and community that have been distilled in us throughout generations. This perspective means that we will do all that we can to assure that your family is taken care of and that you can spend less time worrying about your finances and more time with the ones you love. Many of our clients are high net worth families who face a number of complex planning needs that we have the experience and knowledge to assist with.

Nonprofit Organizations
Our team has an intimate understanding of nonprofit organizations and the many financial strategies they face because we have spent years helping these kinds of clients with their endowment management, retirement benefits, and donor gifting strategies/charitable relief trusts. We greatly enjoy working with these institutional clients because we appreciate the work they do and the impact they have on our community.

We work well with individuals who know that financial planning isn’t an event but a journey and want to take care of those around them. More than focus on the numbers and market swings, we focus on creating a lasting legacy for your family and passing on the values of integrity and stewardship. If you identify with a passion for planning, we may be a good fit. Contact us today for more information.