OUR PHILOSOPHY
MWM offers independent financial services built to serve the unique needs of each individual , NOT the masses. The MWM investment philosophy emphasizes a balanced approach, rooted in thorough research and prudent risk management. MWM believes in diversification across various asset classes to mitigate volatility and optimize returns over the long term. Fundamental analysis serves as our cornerstone, enabling us to identify undervalued opportunities and assess the intrinsic worth of investments. While MWM remains cognizant of market trends and sentiment, we prioritize a disciplined, patient approach over short-term speculation. MWM is committed to continuous learning which ensures adaptability in dynamic market environments, all with an unwavering focus on our clients’ financial goals guides our decision-making process with clarity and conviction.
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SERVICES
01
COMPREHENSIVE FINANCIAL PLANS
02
INVESTMENT MANAGEMENT
03
INSURANCE/ ESTATE PLANNING
04
BUSINESS PLANNING
"Experienced Advice.
Prudent Perspective.
Authentic Approach."
- Bobby Mefford, CRPC ®
Chartered Retirement Planning Counselor
CONTACT US.
Ft. Worth Office:
1751 River Run Suite #269
Ft. Worth, TX 76107
Mailing Address
3000 S. Hulen St. Suite #124-611
Ft. Worth, TX 76109
bobby@meffordwealthmanagement.com
Phone
(817) 367-9190 - main
(817) 952-5358 - fax
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