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Our Services

Investment Management

  • Risk Assessment
  • Investment Recommendations
  • Regular Investment Reviews
  • Consolidate and Simplify Accounts
  • Web-Based Consolidated Account Access

Wealth Management

  • Pre-Retirement Planning
  • Retirement Distribution Planning
  • Financial Planning
  • Life Insurance Planning
  • College Planning
  • Tax & Estate Planning
  • Long-Term Care Planning

Helping You and Your Family

  • Client Educational Events & Seminars
  • Insurance Audit Review
  • Multi-Generational Planning

Your Personal CFO

  • Complete Financial Assessment
  • Prioritize & Set Financial Goals
  • Written Financial Plan
  • On-Going Review Meetings
  • Cash Flow, Debt, and Budgeting
  • Referrals to CPAs & Attorneys
  • Assistance With CPAs & Attorneys

Business Owners

  • Corporate Retirement Plans (401(k), 403(b), Pension Plans)
  • Executive Benefits (Deferred Compensation, Key Employee Retention, Buy/Sell Funding)
  • Employee Financial Education Workshops

Safeguarding & Due Diligence

  • 3rd Party Compliance & Oversight
  • Independent Investment Managers & Custodians
  • Investment Manager & Insurance Company Due Diligence
  • Impartial Investment Research

Our Concierge Services

To help our clients meet their financial objectives, Mappa Wealth Management offers you, your family and your business, a full array of concierge services and solutions. These services complement the broad range of financial services that Mappa Wealth Management provides.
We do this by bringing into our financial planning process professionals who can offer our clients legal, tax, mortgage, banking and insurance services. Each of these relationships mirrors our own values of integrity and trust; they are also committed to providing our clients with the same high levels of service and support that you expect from Mappa Wealth Management.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  847-262-3030