My Wealth Management, Inc.

MY Wealth Management serves individuals (including high-net-worth clients), trusts, retirement plans and small business entities. The firm offers discretionary asset management, financial planning (including a complimentary planning session) and retirement plan consulting such as investment policy development, option review of plan lineups and ongoing monitoring.

Investment strategies are tailored to client objectives and may include allocations to individual stocks and bonds, mutual funds, ETFs, options and, occasionally, margin positions; the firm employs fundamental, technical, quantitative and qualitative analysis and conducts regular portfolio monitoring and rebalancing. Accounts are managed on both a discretionary and non‑discretionary basis, and the firm recommends custody with major custodians while using a variety of execution and reporting tools.

Notably, MY Wealth continues to sponsor and honor legacy wrap fee accounts and legacy Asset Management(2020) agreements while no longer offering wrap accounts to new clients—a practice that is uncommon among similar firms. The advisory team is small (two advisors managing roughly $156 million for about 114 clients) and the firm discloses related business activity by representatives as insurance agents, a relationship that clients should consider alongside its custodial recommendations.