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M Wealth – Linking Your Financial Future

Welcome to M Wealth, a unique set of businesses within M Financial Group. We provide our Member Firms with exceptional fee-based wealth management solutions for their clients. To help Member Firms grow their wealth management businesses, we offer everything from component solutions and value-added wealth services to turnkey asset management and investment consulting.

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Welcome to M Wealth, a unique set of businesses within M Financial Group. We provide our Member Firms with exceptional fee-based wealth management solutions for their clients. To help Member Firms grow their wealth management businesses, we offer everything from component solutions and value-added wealth services to turnkey asset management and investment consulting.
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M Wealth – Linking Your Financial Future | mfinwealth.com Reviews

https://mfinwealth.com

Welcome to M Wealth, a unique set of businesses within M Financial Group. We provide our Member Firms with exceptional fee-based wealth management solutions for their clients. To help Member Firms grow their wealth management businesses, we offer everything from component solutions and value-added wealth services to turnkey asset management and investment consulting.

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mfinwealth.com mfinwealth.com
1

M Financial Wealth Management: About M Wealth

http://mfinwealth.com/index.aspx

M Financial Wealth Management ("M Wealth"). To learn more or to find an M Wealth advisor please contact us at:. 800508.1820 or mwealth@mfin.com. M Financial Wealth Management. 1125 NW Couch Street, Suite 900, Portland, OR 97209 E. 503414.7504 Privacy Policy.

2

M Financial Wealth Management: Resources - Calculators

http://mfinwealth.com/calculators.aspx

M Financial Wealth Management. 1125 NW Couch Street, Suite 900, Portland, OR 97209 E. 503414.7504 Privacy Policy.

3

M Financial Wealth Management: People - Catherine Montgomery

http://mfinwealth.com/bio_Catherine_Montgomery.aspx

Catherine Montgomery joined M Wealth as an Operations Associate in March 2015. In her role, Catherine provides support and assistance for M Wealth Member Firm advisors and their clients. Prior to joining the M Wealth team, Catherine was an Administrative Principal at First Investors in Beaverton, OR. In that role she was responsible for checking and approving all of the paperwork that was processed through the Beaverton office as well as assisting clients with any problems or questions.

4

M Financial Wealth Management: Wealth Management

http://mfinwealth.com/wealth_management.aspx

While M Wealth recognizes that a number of professionals play the role of wealth strategist, we believe this role is most naturally suited to those whose primary experience is based in investments, and who maintain a generalist’s knowledge of each of the other core advisory disciplines. This enables a holistic approach to wealth management that helps clients, not just manage their wealth, but achieve personal goals and build their legacy. M Financial Wealth Management. 503414.7504 Privacy Policy.

5

M Financial Wealth Management: People - Brian Murphy

http://mfinwealth.com/bio_brian_murphy.aspx

Brian Murphy joined M Wealth in May 2014 as an Asset Management Associate. In this role, he provides support to the performance reporting and operations departments, assists in the development of client propsals and performs investment research and anlysis on behalf of Member Firms. M Financial Wealth Management. 1125 NW Couch Street, Suite 900, Portland, OR 97209 E. 503414.7504 Privacy Policy.

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Exceptional People Deserve Exceptional Solutions. About M Wealth – M Financial Wealth Management. We use our experience and expertise to help affluent individuals, families, and companies achieve their financial goals through innovative wealth transfer, insurance advisory, and executive benefit solutions. The Power of M. Securities Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer Member FINRA. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

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