Our Firm


MWZ Financial Group, LLC,  was created as our commitment to broaden the scope of professional financial services to our clients.  This endeavor is enhanced with a group of individuals from accounting, banking, and investment backgrounds.  These individuals provide a wide base of experience allowing for a full scope of financial advisory services.  In addition, we have access to to some of the leading institutional money managers in the country.  We want to take a leading role in helping our clients explore all options through educational seminars, newsletters, and personal financial reviews.