Complimentary Portfolio Review

Thank you for your interest in our portfolio advisory services.  As the founder of MDS Wealth Advisors, I believe our complimentary portfolio review can help provide you suggestions that will improve your performance while minimizing your risk.

When you complete the response form below, I will schedule a time to personally discuss your investments. In an effort to have a meaningful conversation, please answer the following questions to help us better prepare to address your individual circumstances. It will also be helpful for me to have a list of your current holdings or a copy of your current investment statements. You may list them in the additional comments box below. If you prefer, you can email your holdings to matt@mdswealthadvisors.com, or mail them directly to me:

MDS Wealth Advisors
1166 Main St.
Williamstown, MA 01267 

After reviewing your holdings I will provide you with a written report detailing my findings and any suggested changes.

Sincerely,

Matthew Sauer, Esq.
President & Chief Investment Officer