MY Wealth Management, Inc.
Wealth Management for Pre- and Post-Retirees Age 50+
Serving Clients Nationwide
Wealth Management for Pre- and Post-Retirees Age 50+
Primary Advisor Locations
Compensation Methods
- Fee Only
- One-time Financial Plan
- Percentage of Assets Managed
About MY Wealth Management, Inc.
Most people spend decades building wealth. Our job is to help you plan around the decisions that come next.Since 2013, MY Wealth Management has served pre-retirees and retirees age 50 and older across the greater Washington, D.C. area. We're a fee-based, fiduciary firm, which means we're legally required to act in your best interest and we're compensated transparently.
Our work centers on three things that determine whether a retirement plan holds up: managing taxes, structuring income, and making sure your investments are positioned for where you are now, not where you were 20 years ago.
Tax planning is a particular focus. Decisions around Roth conversions, Social Security timing, Required Minimum Distributions, and income sequencing can have a meaningful impact on long-term retirement outcomes. The right approach depends on your individual situation, and the strategies that make sense for one person may not be appropriate for another. We use financial planning tools to model different scenarios so you can see how the variables interact for your specific plan.
Our complimentary Retirement Evaluation is the starting point for most new clients. In that initial review, we look at your income plan, identify potential tax-aware opportunities, and assess whether your current investments are structured for retirement. Results will vary based on individual circumstances.
We're a small, focused team by design. Our advisors work directly with clients from day one. You get experience, clear communication, and a plan you actually understand.
Our Values
✔️ Fiduciary commitment
We act solely in your best interest. No commissions. No hidden agendas.
✔️ Responsiveness
We’re accessible, attentive, and timely in every interaction.
✔️ Transparency
Our fees are straightforward. You’ll always know what you’re paying and why.
✔️ Expertise
Led by a CERTIFIED FINANCIAL PLANNER™, our team upholds the highest quality, ethics, and professionalism standards.
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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In depth conference with Jeff and Brad regarding my finances, focusing on real estate issues.
Meeting with Jeff and Brad to discuss retirement plans
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