Our Services

MFA’s Wealth Management Practice is dedicated to assisting clients as they pursue building, preserving and managing their wealth. We take great care in guiding our clients through asset allocation, investment management and the multi-disciplinary planning that connects tax, retirement, risk management, estate and philanthropic strategies with their deepest and most profound life goals.

 

Investment Management
MFA’s Wealth Management Practice delivers on an investment management philosophy that revolves around providing our customers with dynamic investment solutions through deliberate and thoughtful investment analysis with the goal of delivering consistent risk-adjusted returns. Our customers’ unique and personal financial objectives, cash flow requirements, time horizon, risk tolerance and tax situation are all taken into consideration in order to arrive at a long-term investment strategy.

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Financial Planning
Our team of advisors supports the greater vision of how wealth can be used to bring more fulfillment and personal satisfaction to one’s life. Through our comprehensive financial planning services, we help customers look at both parts of their lives – the values and the assets – and build a financial plan for the purposes of making their life’s dreams and goals a reality. We pay close attention to the distinguishing elements of each client’s dreams and aspirations as we design and implement a financial plan that includes goal-based accounts with investment allocations that are specifically designed for each particular goal of one’s unique life plan.

 

Retirement Planning
Our Wealth Management Practice draws on the extensive experience of our CPAs and Certified Financial Planners to create clear, actionable financial roadmaps for individuals both planning for and enjoying retirement. We take an analytical, “what-if” approach to retirement planning, helping our clients understand the future impact of decisions made today. With special emphasis on complex tax laws and investment options, we guide clients as they accumulate assets for retirement, consolidate retirement accounts from different stages of their career, and optimize treatment of various tax-favored assets. We coordinate all of these decisions with estate planning, education planning, charitable giving, and other financial goals.

 

Tax Insights
Income taxes often represent one of the largest expenditures an individual or family faces each year. With proactive guidance, however, this cost can often be mitigated. Therefore, tax planning is central to our philosophy. Not only is the Wealth Management Team comprised of CPAs with advanced degrees in Taxation, but we also leverage the full expertise of The MFA Companies®, which features an extensive network of experts fully versed in the subtle nuances of sophisticated tax planning.

 

Risk Management & Insurance
Risk management and insurance play a large role in relieving the confusion, uncertainty and anxiety that often accompany wealth. We work with customers to help identify risks related to their overall wealth management strategy, including disability and survivorship coverage, asset protection issues and other matters where insurance may be appropriate. But we don’t stop there. We also analyze alternatives, identify possible solutions and provide recommendations to increase protection and minimize risks to the personal wealth and safety of our customers and their families.

 

Inheritance, Estate & Gift Planning
Estate taxes can significantly reduce assets available to heirs, therefore it is critical to make and implement the most appropriate tax-efficient planning strategies to ensure that no more of one’s assets are subject to estate and/or inheritance taxes than necessary. Our team of CPAs and Certified Financial Planners take a proactive, consultative role, helping customers take full advantage of all available strategies, tools, and vehicles designed to protect assets from taxes and achieve the desired distribution to their heirs. When legal services are required, we facilitate this process with best-in-class providers or work closely with existing counsel. We also educate the next generation on the responsibilities and challenges of managing wealth.

 

Philanthropic Advisory
For those who desire it, MFA’s Wealth Management Team also provides advice on the most effective means to advance philanthropic causes – from direct donation to trusts and foundations. We also manage investments that fund our customers’ current and future charitable giving and, because we are well-versed in the stringent requirements of the IRS, our CPAs work with customers to understand the various tax implications that may affect charitable organizations and giving.

 

 

 

Investment Management Philosophy

We firmly subscribe to an integrated investment management philosophy that delivers solid, risk-adjusted returns through risk mitigation, cost minimization and a disciplined, long-term approach.

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Contact Us

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