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VERIFIEDMY Wealth Management, Inc.
12410 Milestone Center Drive
Suite 175
Germantown, MD 20876
301-330-7900
Simplifying Wealth Management | Amplifying Your Results
About MY Wealth Management, Inc.
At MY Wealth Management, we specialize in helping individuals age 50 and older, both pre- and post-retirement, navigate retirement with confidence.
Our team focuses on three critical areas: minimizing taxes, creating efficient income strategies, and optimizing investment portfolios for retirement. Through our Free Retirement Evaluation, we review your income plan, uncover potential tax-saving opportunities, and assess whether your investments are truly retirement-ready.
You wouldn't buy a car without a test drive; why approach retirement without a plan?
Let our Free Evaluation be your first step toward clarity and peace of mind.
See Disclosures
General Information
Firm Start Year
2013
No. of Employees
2-4
CRD#
2818198
Firm CRD#
168566
Insurance License#
66681
Name of Custodial Firm
Charles Schwab and Interactive Brokers
States Licensed in
MD
Years of Experience in Financial Services
28
Number of Years with Current Firm
11
Work Experience
As a co-founder of MY Wealth Management, Inc., my focus is on helping those who have always been savvy savers grow their wealth and manage it into and throughout retirement. I enjoy helping people understand their options and navigate their finances as they look to get from point A to point B.
I bring over 20 years of experience in the financial industry to our firm, as well as Chartered Financial Consultant and CERTIFIED FINANCIAL PLANNER(™) designations. Previously, I worked for Prudential Securities, First Union, and Sandy Spring Bank before joining the firm in 2003. Today, I'm focused on managing our firm's portfolios and helping clients prepare for and enter retirement.
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Financial Planning for Businesses, Financial Planning for Individuals, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Education Funding and Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities
Services
Investment Types
Annuities, Stocks, Bonds, Mutual Funds, Insurance, Exchange Traded Funds (ETFs), Mortgages & Real Estate
Can meet clients in the following ways
Phone, Our Office, Video Conference, Email
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, ChFC®
Securities Licenses
Series 65
Insurance and Annuity Licenses
Annuity, Health, Life, Disability, Long Term Care
Firm Information
Firm's Number of Clients
130
Assets Managed by Firm
$140,000,000
Advisor's Number of Clients
130
Assets Managed by Advisor
$140,000,000
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Based on Assets, Flat Fee
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1892277/retirementplanning-MY-Wealth-Management,-Inc.-detailed-disclosure.html
Disclaimer
MY Wealth Management, Inc. is a registered investment adviser. Advisory services are only offered to clients or prospective clients where MY Wealth Management, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by MY Wealth Management, Inc. unless a client service agreement is in place. MY Wealth Management, Inc. provides links for your convenience to websites produced by other providers of industry-related material. Accessing websites through links directs you away from our website. Users who gain access to third-party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.