MCM Private Wealth
Managing your wealth for today and tomorrowMCM Private Wealth welcomes you to its professional advisory site. Since the outset, we have built a comprehensive financial management service based on the belief that the “whole” is greater than the parts.
– Cathy & Ermes Monaco
Our Services
As a full-service financial advisory team we offer a complete suite of products and services, including:
Investment Management
We strive to create an optimal investment risk/return profile sensitive to current market conditions to help clients reach their investment goals.
Risk Management
We work to identify and manage the inherent risks within the living estate to enhanced value now and in the future.
Financial Planning
We identify and create a longer-term financial strategy as part of our active management, aiming to ensure client objectives are achieved over the investment horizon.
Our Philosophy
Our practice is based on a “client centric” approach to individually managing the client’s financial needs according to their current and future requirements. This differs from a “model centric” approach in which the client is integrated into a universal business model and managed collectively in pursuit of a defined objective.
We recognize client needs and comfort levels change as their priorities evolve with each life stage and this is what we seek to address. There are certain common priorities we maintain on behalf of all client accounts, notwithstanding the respective stage, which are the preservation of capital, management of volatility in estate value and the efficient management of estate assets.