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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How Income Taxes Work
A quick look at how federal income taxes work.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Term insurance is the simplest form of life insurance. Here's how it works.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Can you keep up with your children’s mobile slang?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
All about how missing the best market days (or the worst!) might affect your portfolio.
What is your plan for health care during retirement?
Making the most of surprises is a great reason to work with us.
What if instead of buying that vacation home, you invested the money?
How will you weather the ups and downs of the business cycle?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.