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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A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
For some, the social impact of investing is just as important as the return, perhaps more important.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Taking your Social Security benefits at the right time may help maximize your benefit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Women must be ready to spend, on average, more years in retirement than men.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Understanding the cycle of investing may help you avoid easy pitfalls.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.