Plan For Today, And Tomorrow
We serve as the gatekeeper of your wealth. We provide the platform for gaining and maintaining financial control. We dedicate ourselves to the stewardship of your assets, both for today and for tomorrow.
Our Services
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At M3 Advisory Group we believe that a holistic approach to wealth management is in the best interest of our clients. We believe in process. That gaining and maintaining financial control requires a disciplined and consistently applied process.
We believe it is as important to protect in down markets as it is to participate in up markets. That preserving capital in down markets will make a material difference in the outcomes for our clients.
We believe in open-architecture when it comes to managing your assets. We recognize what we do well and, importantly, what others do better.
M3 operates as a fee-only advisor and is registered with the state of Massachusetts. As such, we are held to a fiduciary standard and required to act in our client’s best interests at all times. -
From the traditional uses of life insurance to some of the most sophisticated and cutting-edge strategies in generational wealth transfer, M3 is recognized for our advanced insurance designs, implementation, and monitoring of complex insurance solutions. We work with clients and their advisors to establish an integrated design to meet the objectives of business owners and high-net-worth families.
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Generational wealth planning takes a step beyond traditional estate planning. Our process helps families align their wealth with their values and build on family legacy. This enables family members to focus their time, talent, and gifts on moving from family financial success to individual significance and well-being. It is our goal to aid our clients in preparing the next generation for money while managing the money for the next generation.
M3 Risk Assessment
M3 Advisory Group partners with RiskAlyze, utilizing their patented Risk Number® to capture a quantitative measurement of a client’s true risk tolerance.
We use that data to structure a portfolio mix that fits our client’s unique risk preferences.
A properly structured risk level provides our clients with realistic expectations with added comfort over the long-term uncertainty of market swings.
Contact Information
Address: 9 Meeting House Hill Rd, Dover, MA 02030
Tel: 781-371-2670
Fax: 781-371-2690
