Broker Check

Why MKS Wealth Management

Our Mission:

  • To provide multi-generational financial planning for clients desiring a conservative approach to building, preserving, and transferring wealth.
  • To be our client’s “Financial Problem Solver” and trusted advocate in all things financial.
  • To offer access to a wide variety of financial products, solutions, and platforms presented in an open and honest environment so that clients can find a suitable fit for their situation and goals.
  • To provide a welcoming, respectful and honest environment for clients, staff, and other financial professionals
  • To provide customer service that exceeds our client’s expectations.

How We Build Your Plan:

We consider a multitude of factors and their importance to you and your goals.

Portfolio Management System:

We build and monitor your portfolio on methodical and ongoing approach.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against
market risk. Asset allocation does not ensure a profit or protect against a loss.