MTX Wealth Management, LLC offers a full range of financial, tax, and investment advisory services.
We identify goals, set a course for achievement, take action, and continuously monitor the game plan. In addition to our services, MTX strives to develop a common bond forged by our openness and responsiveness, trust created by our independence and a confidence that comes from our unique experience.
MTX offers two complementary service models. One focuses on growing wealth, so your money is put to work for you in the present. The other focuses on preserving wealth, so you can feel secure about the future.
We provide independent, objective advice tailored to meet the needs of more than 90 professional athletes, entertainers, and high net worth individuals with assets under management of over $350 million.
Our strategic long-term investment philosophy is tailored to incorporate each client’s personal risk profile and return targets within an efficient portfolio structure.
To ensure our objectivity, MTX is registered as an Investment Advisor with the SEC, which requires us to act solely in the interest of our clients. It’s our fiduciary duty.
Please Note: The scope of any financial management, planning and consulting services to be provided depends upon the needs of the client and the terms of the engagement. MTX does not serve as an attorney, certified public accountant, or insurance agent. MTX does not prepare estate planning documents or tax returns, nor sell insurance products.