At Mabee & Associates Private Wealth Management, complex financial planning for business owners and professionals is at the heart of what we do. Since 1997 our team has been committed to serving our clients as partners by offering personalized solutions focused on building and protecting wealth. Making a positive difference in our client’s lives is meaningful to us. We are grateful for the trusting relationships that we have built and cannot wait to share in your successes!
How can we help?
At Mabee & Associates Private Wealth Management, we believe that real financial advice is about more than investing – it’s about the confidence to pursue your dreams knowing that you and those you love will continue to thrive.
Jennifer was an excellent financial consultant to work with as I was deciding about retirement. I was not sure if I had enough financial backing to leave work and begin the next phase of my life. Jennifer gave me a budget work sheet that helped me decide how much money I would require, we discussed retirement life style and what I wanted, then we worked towards that goal. I have been retired for 6 months and feel comfortable with the decisions we made, and look forward to living a happy, comfortable life.
You’ve worked hard to build your wealth and you want to take control of your legacy; but where should you start?
Download our free whitepaper on estate planning for guidance on what you need to know to create the right plan for your loved ones.