MWS Capital Consultants

Founded in 2003, MWS Capital Consultants LLC has been helping clients achieve their financial goals through personalized wealth management. Led by Founder and President Matthew Shapiro, our team of experienced professionals take a holistic approach to wealth planning, focusing on sustainable growth, stability, and aligning investments with personal values.

Our Mission

Our mission is to empower our clients by providing tailored financial plans that seamlessly blend investment expertise with a deep understanding of their aspirations and dreams. We believe wealth management should be a seamless process, designed to fit seamlessly into your life and aspirations.

Our Expertise

At MWS Capital Consultants, we offer a comprehensive range of financial services, including:

• Investor Solutions: Develop a personalized investment strategy tailored to your risk tolerance, goals, and values.
• Retirement Planning: Secure your future by building a comprehensive retirement plan that aligns with your individual needs and aspirations.
• Fixed Income: Create a balanced portfolio that aims to maximize returns while mitigating risk.
• Investing Roadmap: Receive clear and transparent guidance on all aspects of your financial journey.

A Personalized Approach

We believe in building lasting relationships with our clients and understand that every individual is unique. We take the time to understand your personal goals, risk tolerance, and financial aspirations through our comprehensive exploratory meeting. We then work collaboratively with you to create a customized wealth management plan that meets your specific needs.

Building for Your Future

Our investment philosophy focuses on long-term growth, stability, and diversification. We prioritize quality investments in established businesses with strong fundamentals that align with your values. We also offer opportunities for socially conscious investing, enabling you to invest in companies that are making a positive impact on the world.

Why Choose MWS Capital Consultants?

• Bespoke Investment Strategies: We take a personalized approach to wealth management, tailoring our strategies to your individual needs and aspirations.
• Client-Centric Approach: Your goals and values are at the heart of our process. We are committed to providing exceptional client service and ongoing communication.
• Experienced Team: Our team of professionals has decades of experience in wealth management, investment analysis, and risk management.