Resources Available for You & Your Clients
Access to Many Resources
You’ll have access to our tools and resources as well as to our highly credentialed advisors in locations across the country, all to help you expand your business and exceed client expectations.
Customized Services and Strategies
As a CPA Alliance partner, you’ll be able to collaborate with our in-house teams to offer your clients comprehensive wealth management services.
Wealth Transfer Planning
Ensuring your clients’ wishes and desires for leaving assets or a legacy are in place.
Open architecture investment platform with access to alternative investment strategies.
Family Office Services
Act as a family CFO by coordinating your clients’ family-related financial matters and facilitating meetings with generations of family members.
Business Succession & Valuation Planning
Helping entrepreneurs grow and transition their businesses and provide valuation reports.
Ready to Get Started?
We will collaborate with you throughout the client’s relationship cycle, because we believe that tax and wealth management strategies should complement one another.
Senior Vice President, Referral Partner Program
MWA does not provide all services listed in this piece. Some services are provided by affiliates and are subject to additional fees.