CMH believes in a holistic approach to wealth management, integrating investment management and financial planning services. We offer trusted advice and guidance on the following related topics.
CMH is dedicated to offering discretionary investment management and investment services to all of our clients. We provide trusted advice to help match the appropriate investments to each client’s unique goals.
Custom Portfolio Construction
Accumulation and Growth
Cash Flow Management
Estate Planning Review
At CMH, we view estate planning as a tool to protect our clients and their families. We use our experience to help protect you today and plan for a successful and efficient transfer of wealth in the future.
Review to Ensure Consistency with Plan Goals
Organize and Maintain Inventory of all Assets and Pertinent Client Information
If Appropriate, Review and Update Estate Plan Through Client’s Attorney
Assist with Titling of Assets
Efficient Wealth Transfer
Life is unpredictable, but CMH serves as your trusted financial advisors to help navigate life’s changes.
Long-Term Care Education
Personal Debt Review and Discussion
Transition to Retirement
Let us help you transition from earning and saving to enjoying retirement.
Social Security Analysis
Long Term Care Resources
Business and Family Transitions
Business and family transitions can be both rewarding and stressful. CMH Wealth will provide assistance in putting together a team of professionals to guide you through various life cycle events.
In order to provide optimal, cohesive advice, we closely collaborate with your other advisors (CPAs, Attorneys, etc.) to help implement your financial plan.