MAI’s Megan Miller, CFP®, CDFA® recently sat down with Will Flannigan of the The Wall Street Journal to talk about what he and other #millennials should be thinking about if they feel like they are behind on #retirement savings. Read more here: https://lnkd.in/eyuEHvPQ
MAI Capital Management
Financial Services
Cleveland, Ohio 10,649 followers
National RIA empowering you to simplify, protect, & grow your wealth.
About us
Founded on a handshake in 1973 between Arnold Palmer and legendary sports agent, Mark McCormack, MAI Capital Management was created with the sole purpose of making clients’ lives easier. While many things have changed over the past 50 years, our mission as a registered investment adviser has not: we work to empower clients to simplify, protect, and grow their wealth. MAI serves the wealth management and sports & entertainment businesses, continuously expanding our clientele to include those who need specialized financial planning assistance. We are driven by a fiduciary duty to act in our clients’ best interests and have developed a variety of solutions to serve the breadth of their needs. We provide financial & estate planning, investment management, tax planning & preparation, insurance & risk management, accounting & bill pay, and philanthropy advice as well as boutique services like family office or specialized solutions to people in the sports and entertainment industries.
- Website
-
https://mai.capital/
External link for MAI Capital Management
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Cleveland, Ohio
- Type
- Privately Held
- Founded
- 1973
- Specialties
- Succession Planning, Estate Planning, Financial Planning, Investing, Retirement Planning, Tax Planning, Insurance, Wealth Management, and Investment Management
Locations
Employees at MAI Capital Management
-
Qui Vuong
Empowermentalist, Collaborator, Investor, Advisor, Incubator, Fiduciary, Activist, Advocate, Volunteer, Hub
-
Sean Kriak, CFP®, MBA
-
Bruce M. Wiener
Financial Advisor
-
Chuck Grimm, CPA, PFS, CFP®, MBA
Managing Director - Senior Wealth Advisor and Financial Planning Consultant
Updates
-
The #college experience is the first time many young people assume control of their budget and expenses. Learn a few tips our team recommends to help educate the college students in your life about #financial independence: https://lnkd.in/eBMxg9cR
-
-
MAI Capital Management reposted this
Our interns wrapped up their time at MAI Capital Management and are heading back to the classroom. Throughout the summer, they created a weekly newsletter, spent time with various departments learning about the #RIA business, and in the end, wanted to extend their experience learning from our team. We are excited to see what the future holds for this impressive group!
-
-
At MAI, we offer #financial and #retirement planning, and our team is here to guide you through the planning process as well as major life events. We evaluate your current financial situation and future goals. Then based on our comprehensive conversations, our teams will create a wealth management plan flexible enough to change as your life progresses. Learn more about our services today: https://lnkd.in/eX4T2gqh
-
-
In a recent article, Doug Andrassy CFP CMT, Wealth Advisor, covers how to integrate educational savings strategies into your #estateplan to help secure your loved ones’ futures. Learn more here: https://lnkd.in/edZq5s-Q
-
-
We are excited to share that Andy Meyer, CFA, CFP®, Joe Lum, CFP®, and Jason Bell were named to the Forbes Top Next Gen Wealth Advisors Best-In-States list. Andy Meyer, CFP®, CFA specializes in #investment management, financial planning, #tax strategies, and estate planning solutions to help clients achieve their financial goals. Joe Lum, CFP® advises individuals and families throughout the #sports, #technology, and business worlds, designing and implementing comprehensive wealth planning and investment strategies. Jason Bell works extensively with #entrepreneurs, closely held business owners, #athletes, and entertainers, as well as high and ultra-high-net worth families. Read more here: https://lnkd.in/eGXB9Wug
-
-
We're #hiring a new Digital Marketing Content Manager in Independence, Ohio. Apply today or share this post with your network.
-
Ed Kuresman, CFA, Regional President at MAI, recently spoke with Steve Watkins at the Cincinnati Business Courier. They discussed MAI’s latest #acquisitions in the region, how the teams are integrating new capabilities, and why he believes that joining MAI was the best decision for both his clients and team. Read more here: https://lnkd.in/eN-fdMVr
-
-
#Taxplanning is not simply about saving money on taxes - it’s a crucial part of your #financialplan. By combining tax planning with your overall financial planning, you can work toward your short and long-term financial goals. Learn how today: https://lnkd.in/ePRHth4V
-
-
Missed out? Check out our piece on #tax planning and our article that explains how #NIL may impact #studentathletes! Stay ahead with the latest info and strategies: https://lnkd.in/eddEebT7
-