Who We Are Your Family's CFO
Whether it’s investment management, financial & estate planning, consolidated reporting & asset monitoring, concentrated stock strategies, lending & mortgages, tax optimization, insurance analysis, or charitable giving.
Our Story Solutions Designed with Our Clients in Mind
In starting MPWM, we took our 100+ collective years at both small & large investment management firms to create a firm with a comprehensive offering to our clients. This means delivering tailored solutions for each aspect of our clients financial lives.
What We Offer
Comprehensive, customized, thorough private wealth management.
Our Team
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Connor Donnelly
Managing Partner
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Doug Donnelly
Managing Partner
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Lisa Hiller
Head of Investor Relations
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Anthony Hollerich
Investment Associate