Members of The Murgai, Jerding & Rao Wealth Management Group (MJRWM) have served an accomplished clientele for decades. The team’s “depth and devotion” are at the foundation of its client-centric philosophy.
“We offer a degree of personal attention and acumen that we would want from an advisor. And we manage clients’ assets like we would for our own families,” Mick Jerding points out. “To see matters from a client’s perspective, we work to appreciate how they think, what they want, and what concerns them both personally and financially.”
Having grown mostly by referrals, MJRWM Group serves top executives in the energy industry, as well as physicians, business owners and other affluent individuals. “Clients have accumulated wealth, but they’re not extravagant,” Jonathan Rao explains. “Most have worked hard and seek a comfortable retirement where they can sustain a particular lifestyle, and often, leave a meaningful legacy.”
The group works collaboratively with clients and their other advisors (i.e. CPA and attorneys) to tailor financial and retirement strategies that align with tax-minimization and estate planning considerations. Client portfolios are typically established with a long-term view, based on Merrill Lynch Wealth Management models as well as outside thought leadership. Typically, high-quality blue chip equities are at the core of clients’ portfolios with further diversification across asset classes, based on tactical research driven ideas.
“Daily financial decisions can affect clients’ overall wealth and lives of their family members. That’s why we scrutinize all areas of a clients’ financial life. Not only do we review investments but also evaluate liabilities and provide input on Social Security and wealth transfer decisions. Having team members of differing ages allows us to relate to clients' needs and serve as a resource.” Alvin Murgai says. “We make ourselves available to talk with clients’ kids, too, about managing debt as they head to college or starting to invest after they graduate. We’re here to create value for client families.”
Members of The Murgai, Jerding & Rao Wealth Management Group (MJRWM) have served an accomplished clientele for decades. The team's "depth and devotion" are at the foundation of its client-centric philosophy.
"We offer a degree of personal attention and acumen that we would want from an advisor. And we manage clients' assets like we would for our own families," Mick Jerding points out. "To see matters from a client's perspective, we work to appreciate how they think, what they want, and what concerns them both personally and financially."
Having grown mostly by referrals, MJRWM Group serves top executives in the energy industry, as well as physicians, business owners and other affluent individuals. "Clients have accumulated wealth, but they're not extravagant," Jonathan Rao explains. "Most have worked hard and seek a comfortable retirement where they can sustain a particular lifestyle, and often, leave a meaningful legacy."
The group works collaboratively with clients and their other advisors (i.e. CPA and attorneys) to tailor financial and retirement strategies that align with tax-minimization and estate planning considerations. Client portfolios are typically established with a long-term view, based on Merrill Lynch Wealth Management models as well as outside thought leadership. Typically, high-quality blue chip equities are at the core of clients' portfolios with further diversification across asset classes, based on tactical research driven ideas.
"Daily financial decisions can affect clients' overall wealth and lives of their family members. That's why we scrutinize all areas of a clients' financial life. Not only do we review investments but also evaluate liabilities and provide input on Social Security and wealth transfer decisions. Having team members of differing ages allows us to relate to clients' needs and serve as a resource." Alvin Murgai says. "We make ourselves available to talk with clients' kids, too, about managing debt as they head to college or starting to invest after they graduate. We're here to create value for client families."
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