Your most important assets are your loved ones, career, and accomplishments. A premier wealth manager with the right personal fit frees you to focus on what matters in your life. Matthew Shapiro founded MWS Capital Consultants with one big goal: to bring the ultimate bespoke wealth management to his clients.
Matt is an expert on growth and generational investing, fixed income, and premier wealth planning. He invites you to discover the difference - what real investing and close personal support is all about and the change it can make in your life. In our exploratory meeting, we'll talk about your experiences, preferences, and goals so that we can get a better understanding of exactly what you need.
Matt is an expert on growth and generational investing, fixed income, and premier wealth planning. He invites you to discover the difference - what real investing and close personal support is all about and the change it can make in your life. In our exploratory meeting, we'll talk about your experiences, preferences, and goals so that we can get a better understanding of exactly what you need.
Services
We have been building long term wealth ever since we started in 2003. Our team manages all aspects of our clients' investments and financial lifestyle, including their retirement and estate programs. Our aim is to reframe your expectations of an advisor with high quality support for the lifestyle of your choice.
Finding your right advisor means having someone invested in your values, with expertise that will make the difference. This critical connection will guide your investments to the next level. No pre-packaged plans: Every recommendation we make is tailored specifically to your situation and needs. We don't put clients into a box or take shortcuts with your plan.
We use eMoney, the most sophisticated suite of financial software tools available today, to better provide you with retirement planning guidance. The eMoney system integrates all of your financial data, goes through your spending and income, and incorporates advanced analytics to accurately project your needs for important things such as life insurance and the size of your retirement nest egg.
We're well aware that not all of our clients are interested in pursuing high growth stocks either due to personal preference for limiting risk or a life situation that calls for more stable income. For these clients, our firm has several great alternatives to riskier stocks that can both provide more security and still grow at moderate rates.
Initial Fact Finding Meeting: Let's meet to get a sense of who you are, your background and career, and the special factors that make you who you are. Life Goals: We will discuss any past investments you may have, career goals, and any future plans to keep your success and how we can support that with your investments.
Reviews (1)
Aw Lee Bbe
Sep 20, 2021
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MY BEST TRADING EXPERIENCE EVER I have seen and tried different strategies and methods even lost alot of money while trying. Until i was introduce to this new strategy that got me back on track and i have been able to regain my lost money and still making consistent growth on all of my trade. Mrs Lilian Wilson is an amazing trader, she steadily lifted me out of financial penury. If you are interested and tired of losing your money You can reach her on Email: Lilianwilson220@gmail.com WhatsApp: +1 (315) 696-7425
