Wealth Management

Preserve. Enhance. Protect.

At MPB, we understand that building and managing wealth is not a one-size-fits-all process.

We provide integrated wealth planning & investment management services that align with your specific financial objectives. We take a holistic approach that starts with understanding your unique situation and work alongside you in an effort to structure a plan designed to preserve your wealth, enhance your portfolio and protect your assets.

our process:

It Begins with Getting to Know You.

After an in-depth goals and risk tolerance evaluation, we dive deeper to seek out a plan that fits your needs and objectives. Whether you're planning for retirement, looking to build your portfolio or plan your estate, our team has the expertise to guide you through your journey.

 

Our Investment Management Philosophy

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Preserve

Your Wealth:

Prudent Diversification

Downside Protection

Reduce Taxes

Control Fees

Avoid Performance Chasing

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ENHANCE

Your Portfolio:

Differentiated Return Streams

Dampen Volatility

Family Office/Endowment Approach

High Performing Managers

Select Private Investments

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PROTECT

Your Assets:

Monitor Investment Landscape

Manage Risk

Tactical Repositioning

Periodic Rebalancing

Aggregate Performance Reporting

MPB Financial tailors our services to fit all of your unique personal and business needs.

At MPB, we have the capabilities of a large institution with the service level and personal touch of a specialized boutique.

This is the MPB Financial difference.