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Wealth Management

The Wealth Management division provides investment management and wealth creation services to individuals & families and successful privately-owned businesses / shareholders. Our experienced team members provide the leadership necessary for retirement and financial planning, business and succession planning, risk management, insurance planning, personal trust, tax and estate planning. We believe that successful outcomes are the result of a disciplined and prudent approach.

MCF serves clients of all asset size


Up to $500,000


For clients who desire:

  • Establishing investment strategy
  • Building wealth and fostering savings plan
  • Investment Services Offered:
    • MCF Risk Based Portfolios

$500,000 to $2M

FOR CLIENTS WHO DESIRE:

  • Comprehensive Planning
  • Retirement readiness
  • Investment Services Offered:
    • MCF Risk Based Portfolios
    • Management of held-away assets

Over $2M

FOR CLIENTS WHO DESIRE:

  • Holistic, all-encompassing planning
  • A facilitator to coordinate financial wellness
  • Investment Services Offered:
    • MCF Risk Based Portfolios
    • Access to private placements
    • Legacy mapping