Empowering You And Your Family Through Generations
We are here to help you – every step of the way
WHY MTWH
A FAMILY SERVING FAMILIES
“A family serving families” reflects both how we operate and whom we serve. We specialize in working with multigenerational families and have built our practice through referrals from existing clients—trusted relationships that often begin with a matriarch and patriarch, and then grow to include many more. Today, 75% of the assets we manage are from households of two or more generations and 45% with three-to-four generations.
The connection we’ve cultivated, woven through the families we support, is equally reflected in the way we've shaped our team.
Intentionally structured like a small family, our group includes professionals from different generations and perspectives. Each member plays a direct role in building lasting relationships -- ensuring that every client, whether a parent, grandparent, or young adult, has someone they can relate to and feel comfortable speaking with. We see it as a thoughtful way to support smooth wealth transitions while honoring the values that define each generation.
WHAT WE DO
We provide our clients with holistic wealth management services grounded in financial planning. With a close-knit team of financial advisors, investment research analysts, and client service professionals, we serve clients over a multitude of disciplines.
This approach is cohesive and client-centered from the start. Every recommendation is crafted with care and built on a foundation of deep expertise, reflecting each client’s unique goals, values, and circumstances. By listening closely and offering thoughtful perspectives, we develop solutions tailored to meet an individual’s needs.
Over time, many of our client relationships deepen and broaden to include extended family, an expression of the trust and continuity that define our work. Whether guiding young adults through early financial choices or supporting multi-generational wealth transfers, our work grows alongside our clients’ evolving needs.
Across every life stage, one guiding belief holds true: meaningful financial journeys aren’t built overnight, they’re cultivated through time. With insight and commitment, we’re here to support pivotal moments, celebrate milestones, and help you move forward with clarity and confidence.
CORE SERVICES
FINANCIAL PLANNING
INVESTMENT STRATEGY & PORTFOLIO MANAGEMENT
PHILANTHROPIC PLANNING
ESTATE & WEALTH TRANSFER
It’s not just about the money, investments and the markets. We are curious about the people and care about the outcomes. It is a great feeling to work with a family for decades – to educate and advise on 529 plans for their newborn and being there when the kids graduate college. It is great to help someone structure a plan to save for the purchase of their first home and to be invited over for a housewarming.
— BOB WHITE, CFP®, ChFC®, CRPS®, CLU®, AIF®
MTWH RECENT ACCOLADES
Justin Towey
WAS RECOGNIZED AS A
Barron’s 2025
Top 1,200 Financial Advisor
This Rating is provided on March 10, 2025 by Barrons. It covers the period of 2023 to 2024. There was no compensation exchanged in consideration for or the use of this Rating. For more information, please visit https://www.barrons.com/advisor/report/top-financial-advisors
300 Madison Ave, 29th Floor
New York, NY 10017
Phone: (917) 286-2730
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Financial Services
Private Wealth
Institutional Consulting