A career chapter is changing
A retirement, layoff, acquisition, or negotiated departure creates a defined window where planning and investment decisions need to move together.
Who we help
Two groups of people, one way of working.
If your situation looks close but not identical, a first conversation still costs nothing to have.
Technical Professionals
Technical professionals facing a consequential financial transition.
People whose career, equity, or retirement situation has reached a point where several decisions have to work together, not in isolation.
Employer equity has become concentrated
Options, RSUs, or retirement-plan balances have grown large or scattered enough that they now need a coordinated plan, not separate tracking.
The technical detail matters to you
You want an advisor who can follow the mechanics of a technical career and its plans, not just translate them into generic language.
Complexity has grown beyond your comfort threshold
You want to delegate the coordination work, not the responsibility for the decisions themselves.
Technical & Industrial Business Owners
Technical and industrial business owners.
A visible, current pathway for owners whose personal and business finances have become closely linked, scoped to planning and investment coordination, not business transaction work.
Business and personal finances are intertwined
Cash flow, compensation, and long-term planning decisions inside the business affect the owner's personal plan directly.
A concentrated ownership position
Most of your net worth sits in the business itself, and a plan needs to account for that concentration alongside everything else.
Scope boundary
MHW provides planning and investment-management coordination for business owners. MHW does not perform business valuation, M&A execution, business brokerage, legal, or tax-preparation work; where that expertise is needed, we coordinate with the qualified specialist who provides it.
General fit indicators
A few signs this way of working tends to fit.
You'd rather have one coordinated plan than several separate accounts and opinions.
You want the reasoning behind a recommendation explained, not just the recommendation itself.
You're comfortable with a planning relationship that checks its own fit on an ongoing basis.
Not every situation fits, and that's fine to find out early. A first conversation is about understanding your circumstances, not a sales process. See Fees & Fit for how scope and cost are determined →
Start a conversation
See whether your situation fits this way of working.
If it's a fit, the next page shows exactly how the plan gets built.