McW Wealth Management

McW Wealth Management McW Wealth Management McW Wealth Management

213-725-4306 michael@mcwwealth.com

  • HOME
  • About Me
    • Meet Me
    • Why a CFA® Charterholder?
    • Our Firm
  • My Services
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Fixed Income Services
    • Estate Planning
    • Tax Planning
  • Contact Me
  • More
    • HOME
    • About Me
      • Meet Me
      • Why a CFA® Charterholder?
      • Our Firm
    • My Services
      • Financial Planning
      • Retirement Planning
      • Investment Management
      • Fixed Income Services
      • Estate Planning
      • Tax Planning
    • Contact Me

McW Wealth Management

McW Wealth Management McW Wealth Management McW Wealth Management

213-725-4306 michael@mcwwealth.com

  • HOME
  • About Me
    • Meet Me
    • Why a CFA® Charterholder?
    • Our Firm
  • My Services
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Fixed Income Services
    • Estate Planning
    • Tax Planning
  • Contact Me

Estate Planning

 Establishing a plan to account for your wishes before and after you go can bring peace of mind to you and your loved ones. I will design a plan to ensure that your resources align with your deepest values. 

  

  • Walk you through our estate planning process to identify what you want to accomplish from a high-level perspective
  • Understand your financial, personal, and family situations––both now and projections for the future––to help you think through your options to develop a strategy that you are comfortable with
  • Meet with you and a well-matched estate planning attorney to communicate your goals and make sure the high-level strategy gets put into action
  • Review initial document drafts to ensure that nothing is missing, everything is in order, and the process is carried out correctly
  • Ensure after the documents are drafted that the rest of your estate planning––such as beneficiaries and titling––is accurate

  

McW Wealth Management offers securities through International Assets Advisory, LLC (“IAA”) – Member FINRA/SIPC. Advisory services offered through International Assets Investment Management, LLC (“IAIM”) –SEC Registered Investment Advisor. McW Wealth Management is unaffiliated with IAA and IAIM. 


McW Wealth Management may only conduct business with residents of the states for which they are properly registered, therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. This site and the content herein are subject to certain Legal Notices.


 ¹ Any information presented about tax considerations affecting client financial transactions or arrangements is not intended as tax advice and should not be relied on for the purpose of avoiding any tax penalties. You should discuss any tax or legal matters with the appropriate professional. 



Check the background of this financial professional on FINRA's BrokerCheck



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