At MAI we take a highly personal approach and deliver objective, tailored advice, integrated wealth management, and access to private investments to help clients achieve their goals and build wealth that lasts. Fiduciary A duty to act in the best interest of your financial ...more

At MAI we take a highly personal approach and deliver objective, tailored advice, integrated wealth management, and access to private investments to help clients achieve their goals and build wealth that lasts. Fiduciary A duty to act in the best interest of your financial wellbeing. Integrated & Expansive Full array of wealth services, solutions, and alternative investments. Highly Personalized Tailored approach with proactive ideas and problem-solving. In-House & Experienced Dedicated and credentialed team supported by our trusted network. Our specialties include investment portfolio management, retirement and transition planning, retirement income withdrawal strategies, tax planning, insurance analysis, education planning, multi-generation planning, and charitable giving Our Pillars - Taking Care of: Our Clients Everything we do is driven by one powerful purpose: to empower clients to simplify, protect, and grow the wealth they have worked so hard to build – freeing their time to enjoy it. Each Other At MAI Capital, we have built a culture of character, one where we are inspired to serve others. We win when we work together and can rely on each other, so we encourage an environment where employees speak truthfully, share ideas openly, and act responsibly. Our Communities We take an active role in our communities in order to connect with others, pay forward our successes, and share resources. At MAI, we are servants – of our clients, of each other, and of our communities.less