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Wealth Management

“Being rich is having money; being wealthy is having time.”

       —Henry Ward Beecher, American Congregationalist Clergyman


Decisions made at every stage of your life can have long-lasting implications. Our unique approach to wealth management, combined with our comprehensive breadth of services and depth of experience, means that we will ensure you have the right team of experts managing your investment assets. Our investment approach rigorously manages risk while incorporating each client's financial profile, leading to the appropriate and agreed upon asset allocation. We implement Systematic Rebalancing to ensure that your strategy and financial goals remain aligned while maintaining a diversified portfolio. With our low cost philosophy, we utilize passively managed ETFs and Mutual Funds in order to Be the Market. MFMC has a foundation of arduous discipline, yet adaptive in assessing new opportunities and challenges and flexible enough to make tactical maneuvers in your best interest.

We help you evaluate your choices, as well as provide guidance to grow and preserve your wealth for all you envision now and in the future. Our consultative process of meeting the needs and wants of clients by providing wealth preservation strategies and understanding our clients' entire financial health means that we are objectively watching the big picture on your behalf and will prevent you from losing sight in the near term.

With a client-focused approach at Mirsky Financial Management Corp. we make every effort to manage your entire portfolio based on income needs, risk tolerance, tax considerations, and wealth transfer strategies. Our goal is to be able to execute a sound financial plan with a clear path to goal achievement in the long term; putting your wishes first and being available whenever you need us.