A Smarter Financial Future
MRA Associates aims to be your trusted partner to help you reach your financial goals. We believe in building relationships with clients, instead of just telling them what to do. We strive to understand your priorities and provide relevant and competent advice for successful financial planning. By being accessible and open, we’ll build a complete financial plan and help you achieve financial confidence and peace of mind.
Everyone has different goals; therefore, every financial plan requires a different approach. Our team dives much deeper than traditional advisors, tackling your financial strategy with a proactive, holistic mindset.
- We start by defining your financial objectives and outlining your retirement goals.
- Then, we assign a comprehensive team to establish and execute a plan to help you meet those objectives.
- With a vigorous methodology to evaluate investments, we apply a holistic strategy that encompasses your total portfolio and risk level.
- We remain accessible to you, at all times, and maintain consistent communication so that you are kept informed every step of the way.
Our advice is always what is best for you, and no one else. We select investments for your portfolio from a broad universe of institutional mutual funds, fixed-income instruments, separately-managed stock or bond portfolios, exchange-traded funds, and multi-strategy vehicles.
Our Private Wealth Management Services include:
- Creation of individual and family statements of net worth
- Portfolio construction based on client goals and risk parameters
- Portfolio monitoring, management, and performance reporting
- Risk management and asset protection utilizing insurance reviews and proper titling
- Cash flow planning and long-term variable outcome planning
- Estate and gift planning, diagramming and analysis
- Wealth transfer preparation and education for multi-generational families
- Tax-sensitive investment advice
- Philanthropic planning