Why M Wealth?

M Financial Group launched M Wealth to support Member Firm efforts to build and grow their wealth management advisory businesses.  The goal of this initiative was to provide Member Firms another resource to broaden their product offerings and client base, and establish recurring revenue streams.  Today, this initiative represents an innovative wealth management offering, consistent with M Financial’s history of differentiation, that positions Member Firms for success in this dynamic and growing business. 

The M Wealth offering, which is delivered through M Financial Asset Management, a registered investment advisor (“RIA”), is not a one-size-fits-all offering.  Instead, it is comprised of unique fee-only solutions—built on a core investment philosophy supported by extensive market analysis, provider due diligence, and consultation with Member Firms—that are further customized to reflect a complete assessment of client goals, objectives, and risk tolerance.  M Wealth understands that client needs, and the wealth management experience of Member Firms, are diverse and cannot be met with a single solution.

Through M Wealth, Member Firms have the opportunity to provide clients with a comprehensive wealth management solution without incurring the initial capital investment and ongoing support of an in-house solution.  M Wealth features include:

• custom marketing pieces and investment proposals
• access to top investment minds and vehicles
• sophisticated model design and allocation expertise
• holistic investment management, which includes outside and non-traditional assets
• relevant and valuable performance reporting

In addition to an array of solutions, M Wealth offers multiple access points to provide additional flexibility.  M Wealth is available to Member Firms that:

• maintain an independent RIA;
• have investment advisor representatives associated with the M Securities RIA; or
• are not affiliated with an RIA but are interested in referring business to a trusted advisor for a referral fee.

M Wealth’s holistic, customized approach continues to attract Member Firms interested in establishing, or expanding, their presence in the wealth management arena.  For more information, please contact M Wealth at 800.508.1820.