Broker Check

Our Mission

How We Work

As your investment professionals, we work for you, our client. As our client you will have access to truly independent advice. At M2 Asset Management our clients are not account numbers to be invested based on an impersonal standardized forms. Any investment or insurance company that is recommended is done so for your individual objectives and goals. It is important that you are comfortable with any plan that is enacted, which will be reviewed on a regular basis.

It is important to reiterate that the firm that we work with on your behalf, Cadaret, Grant & Co., is also indeed independent, as they do not have their own investment or insurance products to steer clients towards.

As part of our value added services, we will proactively work with your tax professionals, and encourage coordination with your Estate or Elder Care Plan Attorneys on your behalf.

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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