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How Are We Different?

Being Different Is What Defines Us

MCompanies, is an independent privately-owned firm of financial advisors that provide investment consultations, insurance brokerage, real estate investment and development opportunities, and consumer and commercial lending services through affiliates (Marwieh Advisory Services, LLC., MInsurance, MFinance & Development, LLC). Our focus is sustainably increasing our client’s portfolio values without creating unnecessary exposure to stock market volatility, while also addressing the impact of Taxes, Inflation, Longevity, Market Volatility, and Debt. Our financial advisors are also deeply committed to helping families create a Sustainable Special Needs Plan for those families that have been touched by a special needs child.

Unlike most financial services providers you may have dealt with in the past, we are a little different in that we are Net-Results-Oriented financial planners. What this means for our clients is that our primary focus is on your Net Results. Making money is Great, but one of the key things many people often overlook is “What Did I Keep”? By this, we mean, after INTEREST, TAXES and FEES – what did I Net?

Our financial planning and wealth management services stress the importance of interest. There are two kinds of Interest: the kind you earn and the kind you pay. To create wealth, you must EARN more interest than you PAY OUT (Interest, Taxes, & Fees) each year. The financial advisors at MCompanies strive to help you understand how you can consistently and sustainably earn more interest than what you’re paying in interest, taxes, and fees every year.

Our wealth-building process begins with getting organized, which requires a clear understanding of your present circumstances and a willingness to explore options that can usher change for a better future for you and your family. However, it doesn’t have to be an overwhelming amount of work. In fact, our goal is to make the whole process surprisingly simple, yet thorough.

Imagine all of your finances organized into a simple Wealth CAP Plan (Wealth Creation, Acceleration & Preservation Plan) and then compiled into an easy-to-read report which outlines the real strengths, weaknesses, opportunities and potential threats to your wealth management.

Marwieh Advisory Services can help you simplify your money in order to help you create, accelerate, and preserve your wealth using what you already have as a foundation. Our wealth management revolves around the following core values:

  • Protection – Protect principal & gains from stock market volatility
  • Gains – Grow Investment assets predictably and sustainably
  • Tax-Advantage – Tax-free account creation and use of funds
  • Liquidity – Access to cash for opportunities
  • Arbitrage – Be your OWN BANK! Don’t pay the banks, pay yourself
  • SN Benefits Program – Maximize federal, state, and private benefits programs for a special needs child
  • SSI Maximization – Determine when best to begin taking social security income
  • 401K Jailbreak – Partition an active 401k without penalties or being divorced
  • QP Tax Rescue – Rescue Qualified Retirement Plan from the ravages of taxes

Our financial advisors help organize your assets AND liabilities, and that’s one of the keys that makes us different. We understand how liabilities (debt) can get in the way of building assets (savings/investments). In addition, we review your investment strategy and insurance needs through our Strategic Wealth CAP Plan (Wealth Creation, Acceleration & Preservation Plan) and craft a roadmap to meet your needs.

Once organized, our wealth management advisors walk you through our Interactive Planning Process based on your specific needs. As a Net Planning Firm, we believe that to create wealth, you must earn more interest than you pay out in interest, taxes, and fees each year. In other words, our key to wealth acceleration is to focus on net results—what Uncle Sam and the state government allow you to keep!