On the Road to Wealth?

Our "Emerging Wealth Builder" clients are excelling professionally and personally. They're beginning to accumulate wealth and possibly building their families. These clients have started to build a retirement nest egg, purchase their first home, save for their children's college costs and are shaping their future. They benefit from our investment management, periodic discussions about important financial decisions, and a "Financial Roadmap" - a financial plan that accounts for the future as well as roadblocks that might happen along the way.

Free Risk Assessment

What Level of Risk Should Your Investment Portfolio Reflect?

Across Many Risk Profiles

Every person has a unique attitude and comfort level for investment risk. With each of our clients, we discuss their risk tolerance and set a target risk number. Whether you want your are looking for growth, income, safety or liquidity, we can build a portfolio tailored to your desires.

Advice that Serves You

The guidance that results from our holistic planning process aims to help you meet and protect your goals. Are you focused on retiring comfortably, selling or exiting a business or leaving a lasting legacy? We aim to recommend the most appropriate, most cost-efficient products and solutions and advise you to avoid those that don't help you reach your objectives.

Seeing the Big Picture

At M1 Capital Management, we recognize that no client's financial situation is one-dimensional. Using our expertise in investing, tax management, risk mitigation, and our network of like-minded professionals, we coordinate all the elements of your financial life in order to help you reach your goals and achieve peace of mind.

Upcoming Webinar

What you will learn:
How to Recession Proof Your Retirement

Start A Conversation

All of our services start with a complimentary consult.