As a business owner, achieving your business goals can be a balancing act, especially when you add in responsibilities for yourself, your family, your business, and your employees. Midland Wealth Management is here to help develop strategies to support your personal and business needs.
Wealth
Wealth Management for Your Business
Let us help you reach your goals and achieve financial wellness – both in and out of the workplace.
Assets Under Administration
$3.6 Billion*
Transparent Fee Structure
Tiered Management Fees
Personalized Strategies
Fiduciary Standard of Care
Unbiased Recommendations
Non-Proprietary Funds
Expert Advice
90+ Credentialed Professionals
Our People
Relationship Managers with Holistic Advice
*Financial data as of June 30, 2023
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Life Vision Planning® Services for You, Your Business, Your Legacy
Financial planning encompasses more than just your assets, investments, and net worth. It involves understanding your financial aspirations, intentions, and motivations. It's about recognizing your worries, expectations, and objectives.
Midland Wealth Management can help align your financial plan with your values and goals, whether it involves:
- aspirations to grow your business or personal wealth,
- desires to transition your business, or
- hopes to protect your business and family wealth through succession or legacy planning.
Imagine a dynamic financial well-being tool that allows you to
- review your financial plan at a glance and gain a clearer picture of your finances
- view progress to date, assess your current standing and confidence measure
- collaborate with your advisor as needs, concerns, and goals change
- receive recommendations and actionable steps to help you reach your financial goals
Connect with us today to gain access to this interactive resource that empowers you to visualize and manage your personal and business financial journey effectively.
Visualize Your Financial Journey
Discover the capabilities of this robust financial planning tool and explore how it can be an invaluable aid in achieving your financial aspirations. Take the first step today and schedule a consultation with one of our advisors.
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We're here to help.
Business Investment Management
Custom strategies to grow your business's future
Affordable healthcare for your employees
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We are your neighbors. Living, working, and contributing in the same communities. It is the very foundation of our client philosophy.
We are credentialed professionals who provide clients unbiased recommendations and expert advice. We are skilled at developing investment, trust, and comprehensive wealth management strategies to serve our clients.
Our strategy starts with you. We believe that it is essential to take the time to understand each person and every goal. From individuals to business owners to non-profit organizations, we are determined to design custom financial solutions as unique as our clients.
Your Custom Life Vision Plan Awaits
Share a few details with us, and let's take the first step toward making your financial dreams a reality.