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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Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Here are six flags that may make your tax return prime for an IRS audit.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
It may help your business be better prepared in the event of the death of a principal or key employee.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
A special needs trust helps care for a special needs child when you’re gone.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The market is as unpredictable as the weather. We’d love to help you prepare.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There’s an alarming difference between perception and reality for current and future retirees.