Our Services

At CMH, alongside our core investment management services, we also offer trusted advice and guidance on the following related topics.

Investments

CMH’s main focus and dedication is daily discretionary investment management and investment services for all of our clients.  We provide trusted advice to help protect and grow all our client’s financial futures.

  • Investment Strategy Development

  • Cash Flow Management

  • Portfolio Construction

  • Risk Minimization

  • Wealth Preservation

  • Accumulation and Growth

  • Tax Efficiency

Estate Planning Review

At CMH, we do not only focus on present financial strategies, we also care about the futures of all of our clients and their families.  We can use our experience to help you plan for the successful transfer of wealth to the next generation.

  • 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

Risk Management Review

Life is unpredictable, but with CMH by your side as your trusted financial advisors, we can help navigate it with you.

  • Life Insurance Analysis

  • 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.

  • Social Security Analysis

  • Healthcare Enrollment

  • Long Term Care Resources

  • Income Replacement

  • Investment Strategy

Family Transitions

Family Transitions are hard enough without having to worry about the financial complications involved. CMH Wealth will provide assistance in putting together a team of professionals and guide you through various life cycle events.

  • Marriages

  • Divorces

  • Illness

  • Death

At CMH Wealth, we do not prepare legal documents. In order to provide optimal, cohesive advice, we will make sure to closely collaborate with your other advisors (CPAs, Attorneys, etc.) to help implement your financial plan.