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Test and Target As the situation in Ukraine evolves, businesses should be mindful of potential risks to their people, assets, operations, or supply chains in the region and globally. Marsh, as part of the Marsh McLennan family of companies, has created a page with information, tools, and resources related to the Russia-Ukraine conflict. Please visit the page for the latest information.

Asset Management

Our wealth advisors meet with you one on one to ensure your aspirations become your reality.

People have different financial goals based on different values. For this reason, our team of experienced asset managers works individually with you to learn all they can. We consider every aspect of your financial goals and—together—construct a plan that helps you fulfill your dreams. You can trust that MMA’s team is offering unbiased financial advice based on your best interest. Our approach is informed by financial market insight from experienced and registered investment advisors.

Benefits of Asset Management

Whether you’re a company or an individual with the need for money management, financial planning, or investment insight, we’re here to provide you with time-tested advice through a variety of services.

  • One-to-one advisory
  • Comprehensive financial planning
  • Personalized investment management
  • Protection planning and placement
  • Financial market insights
  • Portfolio management

 

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