Financial Advisors
Why Choose MWWR Financial Services?
- for Investment Solutions, including Portfolio Modeling and Asset Allocation?
- for Retirement Plan Solutions?
Investment Solutions
Our Way is Different
Not only do we plan your investment allocation and coordinate the investing for you, but we also monitor the performance of your investments. We also encourage regular reviews of your portfolio with us. This allows the portfolio to be rebalanced to meet your targeted asset allocation range.
We Know Your Risk Tolerance
We take the time to review your risk tolerance and personal feelings about investing in order to craft the right investment allocation for you while explaining to you the various characteristics that make up your personal portfolio.
Local and Readily Accessible
Our office in Piqua is close and easily accessible. This gives us the ability to have convenient and timely meetings with you to review results or discuss questions.
Team Approach
Our team has over 50 years of combined professional experience including over 20 years in securities management. While you will always have a primary contact, you will get to know the entire MWWR Financial Services team who will work with you to ensure your account is closely managed.
Independent
Because we are independent, we can employ a variety of different investment solutions. This gives us the ability to objectively formulate the right investment solution to fit your specific needs. We have no limitations placed upon us as to the investment vehicles that we will use in your portfolio.
Retirement Plan Solutions
We’re Local and Here to Stay
Our office is conveniently located in downtown Piqua, Ohio. We are available to meet at your convenience. We also maintain access to national and regional resources in order to deliver investment information to you personally.
We Work as a Team
You will find the staff at MWWR Financial Services professional, knowledgeable and with over 50 years of retirement planning experience.
We Work for You as a Quarterback
We pull the appropriate resources together on your behalf. This includes investment management, plan administration and recordkeeping. We have the flexibility to design the right plan for your retirement plan needs, then coordinate the effort necessary to successfully implement the plan.
Committed to a Full Range of Account Sizes
The success of a retirement plan depends on how well it serves a company’s needs through strategic planning of available resources; not the size of your account. Whether your needs are large or small, we can tailor a plan suited for your organization.
Broad Line of Investment Management Solutions
At MWWR Financial Services, we look at many ways to best serve your retirement planning needs. Because we are independent of any proprietary mutual fund family or money manager, we can objectively recommend the most appropriate retirement options to meet your goals. We are able to offer Asset Allocation to all account sizes, large and small.
Family Services
As part of our Financial Planning Program, we offer our full range of services not only to our clients but to their families as well.
Commitment to Participant Education
As a client of MWWR Financial Services, you will have access to our ongoing local education, customized participant materials, and current website. We also keep our clients up to date with their ongoing retirement planning strategies, through scheduled personal review conferences.
