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 firstname.lastname@example.org, 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