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If you are an existing client, a copy of our most recent  ADV and Privacy Policy are available for your annual review below.

2021-2022 MWM Form CRS

2022 MWM ADV Form

2022 MWM Privacy Policy Form

If it is your first meeting in our office, please complete and bring our (1)questionnaire to better guide the process. Also, there is a supporting documents (2)checklist that will helpful. We take our client's confidentiality very seriously, please do not fax or e-mail completed questionnaire. 

(1)Questionnaire       (2)Checklist    2022 TAX REFERENCE GUIDE