OUR SOLUTIONS
M Wealth
Fee-only investment advisory services for Member Firms and clients

M Wealth provides a full spectrum of specialized investment management services rooted in academic research and thoroughly vetted by our experienced investment professionals. Combining a long-term, data-driven approach with the strength of M Financial's resources and partnerships, we deliver a robust, cost-effective investment advisory solution.

Explore M Wealth ›

Investment Management

  • Providing goals-based planning
    • Holistic view with consideration of non-managed assets
    • Target asset allocations for multiple financial goals
  • Household level portfolio management
    • Single asset allocation across multiple accounts
  • Access to exclusive managers and share classes
    • Dimensional, institutional funds

Tax Efficiency

  • Identify opportunities to harvest tax losses
  • Analyze funds’ capital gains estimates to determine optimal no-buy periods
  • Utilize asset location strategy to reduce tax drag
  • Employ low turnover money managers

Full Operational Support

  • Performance reporting
  • Online client portal
  • Billing
  • Rebalancing/trading
  • Management of distributions/contributions
  • Client RMD reminders for advisors

Marketing & Sales Support

  • Customized proposals
  • Wealth management brochures
  • Investment reference slides
  • Financial calculators
  • M Wealth Perspectives

Research

  • Webinars on relevant investment topics
  • Investment articles and research
  • Technical support to help answer client questions
Disclosures
M Wealth Form CRS ›M Wealth Firm Brochure ›M Wealth Wrap Fee Program Brochure ›Privacy Notice ›
Index and Statistic Definitions
Indexes and Statistics Definitions used by M Wealth ›

Calculators

Amortization Calculator
College Tuition Planner
Estate Tax Calculator
Future Value of Regular Payments
Periodic Withdrawals
Present Value / Future Value
Retirement Savings Calculator
Savings Goal Planner
Tax-Deferred Accumulation

Amortization Calculator

This calculator can help you determine the monthly payment amount required for a loan.

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College Tuition Planner

The College Tuition Planner will give you a good idea of what to expect for your children's tuition. Use the current annual costs of the schools your children will be attending.

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Estate Tax Calculator

This calculator can help you estimate your future estate tax liability. The calculator is based on current law with the exemption at $5.25M in 2013 (indexed for future inflation at an assumed 3%) with a top tax rate of 40%.

Include Spouse?
You Spouse

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Future Value of Regular Payments

Use this calculator to find out how much the annual contributions you've been making to your investment account will be worth at some point in the future. It will also show you the difference you would see in accumulated earnings based on the timing of your annual contribution.

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Periodic Withdrawals from a Lump Sum

This calculator will show you how much can be drawn from an investment based on the original investment amount, interest rate, the number of withdrawals, and for how long the account is drawn on.

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Present Value / Future Value

This calculator allows you to determine the future value of an investment, computing the amount you would need to invest today in order to reach a future goal. You can leave the current value or future value blank and the calculator will figure that amount for you.

Retirement Savings Calculator

This calculator will help you estimate your annual retirement income, the total savings you'll need at retirement, the value of your current savings when you retire and if you'll need additional savings to meet your retirement goals.

Marital Status
Include Social Security Payments?

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Your Annual Income Retirement Gap
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Savings Goal Planner

Whatever your savings goal, this calculator can help you decide how much money you need to save to reach your goal in the time you set.

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Tax-Deferred Accumulation

This calculator can help you determine how a tax-deferred investment can grow in comparison to an investment in which earnings are taxable as received. The difference illustrates the effect tax-deferred investments may have on the growth of your investment.

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Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

M Member Firms come in all sizes and specialties, but their commitment to excellent service and client advocacy is the same.
Find a Firm ›

1125 NW Couch St., Ste. 900, Portland, OR 97209
T 800.508.1820 | F 503.414.7504

Disclaimer

Check the background of this firm and/or investment professional on the SEC’s Investment Advisor Public Information website: https://adviserinfo.sec.gov...

For important information related to M Wealth, refer to the M Wealth Customer Relationship Summary (Form CRS), which you can find here: crs_136694.pdf (sec.gov)

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regard to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.‍

This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider.

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