MY Wealth Management, Inc.
Wealth Management for Pre- and Post-Retirees Age 50+
Serving Clients Nationwide
Wealth Management for Pre- and Post-Retirees Age 50+
Primary Advisor Locations
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
About MY Wealth Management, Inc.
Since 2013, MY Wealth Management has been helping individuals over age 50 plan confidently for retirement. Jeff, our president and co-founder, brings nearly 30 years of experience in the financial services industry.At MY Wealth Management, we specialize in helping individuals age 50 and older, both pre- and post-retirement, navigate retirement with confidence.
Our team focuses on three critical areas: minimizing taxes, creating efficient income strategies, and optimizing investment portfolios for retirement. Through our Free Retirement Evaluation, we review your income plan, uncover potential tax-saving opportunities, and assess whether your investments are truly retirement-ready.
As fiduciaries, we act in your best interest. That means that as we assess your retirement plan, we're looking at your entire financial picture. In treating you how we'd want to be treated, we aren't interested in nickel and diming you. Instead, you can be sure hidden fees and confusing costs won't be a part of your experience here. Our fee schedule is clear and transparent for your convenience.
Our Values
✔️ Fiduciary commitment
We act solely in your best interest. No commissions. No hidden agendas.
✔️ Responsiveness
We’re accessible, attentive, and timely in every interaction.
✔️ Transparency
Our fees are straightforward. You’ll always know what you’re paying and why.
✔️ Expertise
Led by a CERTIFIED FINANCIAL PLANNER™, our team upholds the highest quality, ethics, and professionalism standards.
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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