A Complete, Cohesive 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, so that we can cohesively plan for a future that helps you achieve financial security—whatever that means to you.

Coordinating your financial life is an intricate, time-consuming process. We know our clients are busy people with careers and families, and we are here to help you simplify. When you work with M&E, we act as your personal CFO, putting together the pieces of your entire picture—from small, everyday decisions to major life events. Leveraging our network of skilled and trusted partners, we will work to ensure the pieces all fit together in a comprehensive and cohesive plan.