what we doSolutions That Protect What You've Earned and Grow What's Possible
Your financial life is more than numbers on a statement. It represents your livelihood, your retirement, and the future you're working to create. We listen to what you need and build strategies that combine investment management with tax efficiency and estate planning, treating everything you've earned with the respect and care it deserves.
Retirement Planning
We structure your accounts and create distribution strategies that turn your savings into reliable income throughout your retirement years.
Investment Management
Your portfolio should grow with your goals. We build and adjust investment strategies designed to accumulate wealth over the long term.
Tax Planning
Working with our affiliate DLD Accountancy, LLP, a team of certified public accountants, we identify opportunities to reduce your tax burden across your entire financial picture today and tomorrow.
Estate Planning Guidance
We help structure your assets so your wealth transfers according to your wishes while minimizing tax consequences for the next generation.
who we areA family business
That Treats Your Wealth Like Our Own
MDW Capital Management brings together the Montgomery-Duban and Waechter families to provide financial guidance that's both strategic and deeply personal. We remove the anxiety from investing by listening to your concerns and explaining every decision in terms that make sense to you.
Our Approach
Money shouldn't keep you up at night.
How We Work
We believe accessibility matters.
What Drives Us
What Drives Us
We're passionate about our clients' finances and their stories.
Discovery and Goal Setting
Through conversation, we identify your risk tolerance, timeline, and what you truly want to achieve with your wealth.
Review and Analysis
We examine your current portfolio and financial situation to understand what's working and what needs adjustment going forward.
Personalized Strategy Development
We create a customized plan that addresses your specific needs, coordinating with tax planning when beneficial for comprehensive results.