An estate plan can help you transfer your wealth in accordance with your wishes. Whether your goal is to protect your assets, take care of your family in your absence, leave a legacy to your next generation or favorite charitable organization, pass along a business or minimize wealth transfer taxes, MHWM can help you design a plan that considers your wealth transfer needs and goals.
Estate Planning Services
Securities and investment advisory services are offered through Montz Harcus Wealth Management, LLC (MHWM) with securities cleared through Charles Schwab Institutional. Securities also offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 80 State St., Albany, NY 12207. Tax and Insurance services provided by Physicians Resource Group. Purshe Kaplan Sterling Investments is not affiliated with Montz Harcus Wealth Management or Physicians Resource Group.
Charles Schwab, Inc. is one of the firms that we use to custody our client assets. Charles Schwab, Montz Harcus Wealth Management and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab does not endorse or recommend any advisor and the use of the Charles Schwab logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab Institutional, Division of Charles Schwab, Inc., member FINRA/SIPC. Charles Schwab is a trademark jointly owned by Charles Schwab IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
MHWM and PRG are affiliated companies. Additional products and services may be available through Physicians Resource Group that are not offered through MHWM or PKS. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. Visit disclosure page.
Montz Harcus Wealth Management LLC (“MHWM”) is a registered investment adviser registered with the Securities and Exchange Commission (“SEC”) and notice filed in the states where the Adviser either has an office or the de minimis number of clients. The information in this disclaimer has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Registration as a registered investment adviser does not imply a certain level of skill or training.