M Financial Wealth Management (M Wealth) is a fully integrated wealth management platform offering exceptional fee-based solutions for Member Firm clients.
M Wealth offers services ranging from value-added wealth services to turnkey asset management and investment consulting. By leveraging the aggregate financial buying power of M Member Firms, M Wealth offers the resources Member Firms need to grow their wealth management practices and help clients achieve their financial goals.
The client base of Member Firms represents the experience of the ultra-affluent marketplace. Access to this experience data, combined with the collective buying power of these clients, translates into the ability to create proprietary products designed specifically for wealth preservation, wealth transfer and executive benefits programs. These products are available exclusively to the clients of M Member Firms. In addition, M Holdings Securities, Inc., M Financial’s full-service broker/dealer and M Wealth, M Financial’s wealth management division, provide Member Firms with access to a wide variety of investment products and services.