Welcome to May Wealth Management Group
May Wealth Management Group is an independent financial services firm dedicated to partnering with you to help you pursue your dreams today and tomorrow. We invite you to learn about our private wealth management services and how we can provide you with confidence as you strive to grow and preserve your wealth, prepare for retirement, and build your legacy for future generations through tax and estate planning strategies.
Professional, Comprehensive Wealth Management Services
May Wealth Management Group offers comprehensive wealth management services and customized to address the specialized needs of successful individual investors and families. Since 1987, we have established a tradition for transforming hopes and dreams into practical action plans that help facilitate financial independence.
As a client of May Wealth Management Group, you can rest assured we will focus on your financial well-being, taking the time to learn about you, your situation and your concerns. Through our attention, experience and professionalism, we are well equipped to recommend insightful strategies for investment management, retirement planning and estate planning.
Our client-centric culture is evident in our mission and values and our personalized financial process, and it would be our pleasure to help guide you toward your vision for the future.
"Integrity is the hallmark of our firm—the constant that binds us to a higher standard to ensure your goals are our top priority."
– Sheri L. May, CFP®, President
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What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Here's a breakdown of how the federal government spends your tax money.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
How do the markets usually react to elections? Was the 2016 election any different?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
You’ve made investments your whole life. Work with us to help make the most of them.