Wiener Financial Management (WFM) has recently partnered with MAI Capital, combining their client-first philosophy and comprehensive financial planning approach to support clients in reaching their financial goals. With over 50 years of experience, MAI manages assets for high-net-worth individuals and families, business owners, professional athletes, and entertainers, providing attentive client service and a trusted fiduciary approach.
Through this partnership, clients now have access to an extensive and experienced team, personalized and comprehensive technology, and expansive resources to meet their financial needs, including investment management services, retirement and financial planning, family office services, and estate and legacy planning. With a focus on tailored strategies, MAI and WFM are dedicated to helping clients plan for their futures and deliver on their financial objectives.
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