Boutique Fiduciary-Based Wealth Management
Mader & Shannon Wealth Management's independence empowers us to prioritize our clients' needs and objectives. Our entire organization is structured to provide exceptional value solely focused on our clients.
Portfolio Management
In portfolio management, our focus is on achieving yield and growth objectives while minimizing risk, transaction costs, and taxes. Through active money management, our goal is to shield clients from major market downturns caused by overvaluation while ensuring their full participation in the historical growth in value and income provided by equity markets.
Planning Services
Retaining an independent financial professional is crucial for both planning and portfolio management. At Mader Shannon, we have no obligations to any conflicting products or services, ensuring our clients' best interests are always prioritized. We take the time to educate clients on suitable financial solutions, thoroughly examining risk and performance expectations.