Trusting someone with your finances is no easy task. We understand the level of comfort and trust it takes to have an open conversation about finances.
Mundorf Wealth Management is a family-owned practice built on personal connections.
That is why we strive to establish a relaxed, come-as-you-are atmosphere. Our conversations are an opportunity for you to speak candidly. Discuss who you are, what you are looking for, and where you want to go. We will use those details to create cutting-edge solutions that match what makes you unique.
Situation
Solution
I am looking for an all encompassing financial plan to maintain my lifestyle and protect my wealth.
We can often help you bolster your finances without adding extra risk or reducing your lifestyle.
I am looking for an estate plan that will provide for my loved ones and preserve the legacy I want to leave behind.
To help you with your legacy plan we partner with a well-established estate planning law firm - Perkins & Zayed, The Estate & Trust Law Group.
I am looking for investment solutions that keep my best interest in mind.
We act as fiduciaries for our investment advisory clients. In other words, we have a personal and legal obligation to act in your best interest.
I am looking to eliminate common risks to my family’s financial security.
We have a deep understanding of how insurance solutions can be used purposefully. We can not only help you manage multiple risks, but also capture opportunities many clients never consider.
The “Social Security Elephant” in the Room: When, Why, and How Should I File for Social Security?
This 5-Minute, FREE Guide Will Show You Step-by-Step…
- Choose what age to claim Social Security so you can maximize your benefits
- Reduce your tax exposure by factoring in these key considerations
- Prepare for retirement by learning how to file for Social Security