Private Client Services

A COMPREHENSIVE APPROACH

More Than Just Wealth Management

At M&E, we know our clients have unique, often complex, financial situations. We approach every case with the understanding that everyone’s needs are different. We get to know you, from your goals and priorities, to your current financial picture, allowing us to plan for a future that helps achieve financial security—whatever that means to you.

Coordinating your financial life is an intricate, time-consuming process. We know our clients are busy with careers and families, and we are here to help you simplify. When you work with M&E Catalyst Group, we act like your "Personal Financial Officer," assembling the pieces of your financial picture—from small everyday decisions, to major life events. Leveraging our network of skilled and trusted partners, we work to ensure the pieces fit together in a comprehensive plan.