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Services

At MDRN Wealth, our typical clientele includes individuals preparing to make the transition to retirement, young families accumulating assets, and individuals preparing to pass wealth to the next generation and beyond.

We believe in democratizing comprehensive wealth management. Our offering is based on providing holistic advice regarding the issues that matter most to you. We offer a comprehensive suite of services to all kinds of people in different stages of their lives.

  • WEALTH MANAGEMENT
  • INVESTMENT MANAGEMENT
  • EXECUTIVE BENEFITS
  • EQUITY COMPENSATION
  • RETIREMENT PLANNING
  • RISK MANAGEMENT
  • LIQUIDITY PLANNING
  • COLLEGE PLANNING
  • TRUST & ESTATE PLANNING
  • LIFE TRANSITIONS
  • MULTI-GENERATIONAL PLANNING
  • TAX PLANNING

Democratizing Portfolio Management

Customized to your financial needs, goals, and appetite for risk.

We believe that alternative assets and strategies shouldn’t just be reserved for the ultra wealthy, endowment funds, or large institutions. Concepts like the 60/40, telling clients to just “wait out” market volatility, or simply buying bonds for diversification are antiquated. That is why we tailor our client’s portfolios with not just stocks and bonds but with a combination alternative assets and institutional level strategies.

 

Stocks

Stocks

We dynamically tilt between value/growth and domestic/international stocks. How we tilt is based on your needs and economic conditions.
Bonds

Bonds

Corporate credit, Municipal bonds, Treasuries and more. When we incorporate bonds in your portfolio, we manage duration and credit risk for optimal risk reward.
Private Markets

Private Markets

Historically only ultra-high net worth have had access to private market strategies like Private Equity. We believe diversification away from public markets can benefit ALL investors.
Alternatives

Alternatives

Anything other than a traditional publicly traded stock or bond. This includes venture capital, options, hedge funds, structured notes and more.
Market Neutral Strategies

Market Neutral Strategies

These strategies attempt to profit in both rising and decreasing market environments by taking long and short positions simultaneously.
Private Real Estate

Private Real Estate

Public REITs often provide little diversification to public stocks. Private Real Estate through direct or indirect ownership in private markets can provide additional diversification and returns.
Nontraditional Credit

Nontraditional Credit

We use the entire corporate capital structure to our advantage. This incudes utilizing convertible notes and preferreds. We also tap private markets for direct lending and private credit opportunities.
Options Based Strategies

Options Based Strategies

Cash Secured Equity Puts, Buffer strategies to hedge losses and participate in upside returns, Collars and more. Options are a legitimate part of investing, and we aim to demystify them.

Take Your Wealth Further

The next frontier of investment and wealth management is here. We are here to guide you through it, every step of the way.

Book Your Free Financial Plan

Book Your Free Financial Plan

The next frontier of investment and wealth management is here. We are here to guide you through it, every step of the way.