Wendy Winhoven Upton's Contact Details

Wendy Winhoven Upton's Company Details

MPM Wealth Advisors

Holland, OH, US • 10 - 19 Employees
Financial Services

We're here to educate you, to give you simplicity and clarity, to sit with you until you have peace of mind about your future.OUR SERVICES:Asset Allocation and Analysis: We analyze your current investment portfolio along with your risk tolerance, priorities, values and goals, so you can have a clear understanding of what you own and what your portfolio, in its current state, may potentially achieve.Asset Management: MPM Wealth Advisors is experienced in building and managing investment portfolios that aims to align with each client's unique time horizon, tolerance for risk and financial goals.Retirement Planning for Individuals & Small Businesses: We provide IRA rollover solutions for those in or nearing retirement. We also provide solutions for small businesses looking for retirement plans with up to $5 million in assets.Financial Planning: We conduct a complete assessment to understand your priorities, values and goals and then build a holistic financial plan that aims to meet your financial needs and helps you reach your future goals.Wealth Protection & Transfer (Insurance): MPM Wealth Advisors works on an independent basis to find insurance that provides a tax efficient way to transfer and protect your wealth. We also work with professionals to make sure the proper vehicles are in place to manage and protect your estate.*Content provided on this page should not be construed as investment advice.