Midland Wealth Management provides fee-only independent financial planning and wealth management services to a limited number of high net worth families. Our financial planning services cover retirement, college, budget, asset allocation and investment advisory. Our wealth management services entail coordination with estate and tax counsel, risk management, philanthropic advisory, wealth transfer planning, and concierge services.

No client or potential client should assume that any information presented or made available on or through this website, is receipt of, or substitute for personalized financial planning or investment advisory advice. Financial planning and investment advisory advice can only be rendered after engagement of the Firm for services and executing the required documentation and receiving required disclosures. Please contact the firm for further information.