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. Allow a professional to take a look at your current portfolio, the individual positions and allocations, and make some suggestions on how to better position your portfolio to begin the new year. Likewise, this no cost opportunity will help you to better evaluate the services we provide to our clients, to see if a professional relationship makes sense for you and your family.
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 email@example.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.
Matthew Sauer, Esq.
President & Chief Investment Officer