Who We Serve
We work with a wide variety of clients from individuals and families to companies, trusts and foundations. Each of these investor types has different needs. MSCM can work with you to provide exactly what you need to meet your financial goals.
- Financial Planning
- Investment Management/Risk Management
- Yield Augmentation
- Life Event / Transition Planning (Retirement, job change, divorce, inheritance, etc.)
- Stock Option analysis
- Concentrated stock management
- Executive Compensation Analysis
- Estate Planning
- Retirement Income Strategies
- Philanthropic Planning
Small Businesses / Family-owned Businesses
- M&A Consultation
- Succession Planning
- Executive Compensation Planning
Companies / 401k Plans
- Investment Consultation
- 401k Plan Cost Consultation / Setup
- Investment Management
- Corporate Trustee Services
- Cash Flow / Distribution Planning
Don't Be Shy. Get In Touch.
If you are interested in working together, send us an inquiry and we will get back to you as soon as we can!