Contact
Start with a conversation.
An initial conversation is a starting point, not individualized advice. It's a chance to understand your situation and see whether working together makes sense. If we decide to move forward, the scope of the relationship is documented separately in writing.
What happens next
What happens next
- An initial conversation to understand your situation.
- A basic discussion of fit and scope.
- If it's a fit, a next step identified from there.
Ready when you are
Reach out whenever it makes sense for you.
There's no pressure and no clock running on a first conversation.
How to reach MHW
Arizona-based. Remote throughout the US. Meetings by appointment only.
Before you send anything
Please don't send account numbers, Social Security numbers, tax documents, passwords, or other sensitive financial information by ordinary email. Email is fine for scheduling and general questions. Sensitive documents are exchanged through an approved secure channel once a working relationship begins.
Registration & disclosure
MHW's Form ADV is the governing source for registration and business practices.
MHW is licensed as an investment adviser in Arizona. Providing services to a resident of another state depends on that state's registration, notice-filing, or exemption requirements, which MHW reviews before beginning a working relationship.
Form ADV Part 1 (official, SEC IAPD) →
Form ADV Part 2A / Firm Brochure (official, SEC IAPD) →