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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The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
The item most homeowners forget on their home improvement project checklist is insurance.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how long your retirement savings may last using various monthly cash flow rates.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here is a quick history of the Federal Reserve and an overview of what it does.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learn how to harness the power of compound interest for your investments.