Our Services

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.

Investments

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.

  • Strategy Development

  • Custom Portfolio Construction

  • Accumulation and Growth

  • Risk Minimization

  • Tax Efficiency

  • Cash Flow Management

  • Wealth Preservation

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

Risk Analysis

Life is unpredictable, but CMH serves as your trusted financial advisors to help navigate life’s changes.

  • Life Insurance

  • Disability Insurance

  • Health Insurance

  • Long-Term Care Education

  • Insurance Review

  • Personal Debt Review and Discussion

Transition to Retirement

Let us help you transition from earning and saving to enjoying retirement.

  • Investment Strategy

  • Income Replacement

  • Social Security Analysis

  • Healthcare Enrollment

  • 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.

  • Business Transitions

  • Marriage

  • Divorce

  • Illness

  • Death

In order to provide optimal, cohesive advice, we closely collaborate with your other advisors (CPAs, Attorneys, etc.) to help implement your financial plan.