About Us

We build deep, strategic relationships with those who require more than conventional advice. Our team excels when complexity demands action.

At M+, we solve for what others can’t see, overcoming complexity with clarity.
Every M+ client arrives with wealth in place. They’ve worked with advisors, built structures, but each has reached a level of complexity that requires something more. Often, they come to us when traditional models fall short—or when their full financial picture has become too fragmented to track alone.
We build long-term, trusted relationships with a select group of individuals and families—those who value privacy, purpose, and a partnership grounded in mutual respect.
We don’t show up just for decisions. We’re here for lives in progress.



