We have been serving the community for over 20 years in the business of building and preserving wealth. Our team is committed to serving our clients as partners. Once we have gained a full understanding of your needs, we help empower you to make decisions and implement personalized solutions using our expertise. Making a difference in our client’s lives is so meaningful to us because we value the trusting relationships that we build. We want to know your whole story, who you are and what your unique goals are. We enjoy being a part of every stage of life along with the privilege of working with families of multiple generations.
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.