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About Us

MCompanies

Creative & Innovative

MCompanies is an independent, privately-owned firm that provides financial planning, investment consultations, insurance, real estate development and investment opportunities, consumer lending, and commercial lending services through business affiliates (Marwieh Advisory Services, LLC., MInsurance, MFinance & Development, LLC).

We believe in helping small business owners and individuals sustainably increase their investment and retirement values without unnecessary exposure to stock market volatility, while also addressing the impact of Taxes, Inflation, Longevity, Market Volatility, and Debt. Our financial planners and advisors are also deeply committed to helping families create Sustainable Special Needs Plans for those families that have been touched by a special needs child.

We empower business owners and families through the creation, acceleration, and preservation of their wealth using what they already have as a foundation. Our financial planning and wealth management is built around the following core values:

  • Protection
  • Gains
  • Tax-Advantage
  • Liquidity
  • Arbitrage
  • SN Benefits Program
  • SSI Maximization
  • 401K JailBreak
  • QP Tax Rescue

We firmly believe that in order for any Comprehensive Wealth CAP Road Map Plan to truly be effective, it must manage both assets (investments) and liabilities (debt). Only then will clients be able to maximize their true wealth-building capacity and enjoy financial independence.

Let our financial advisors help take the confusion, uncertainty, and financial anxiety out of your insurance, investment strategy, retirement plan, and special needs planning.

“Our wealth management services our built around the idea that to create wealth, you must earn more interest than you pay in interest and taxes each year. Further, successful financial planning and wealth creation is not necessarily about how much you grow your assets, but about how much you get to keep…Your NET RESULTS!”