A Holistic Approach to Financial Strategy

Work with Michael Muhareb CFP® , AIF®

As a Certified Financial Planner™ and business advisor with over a decade of experience, Michael understands the importance of providing each one of his clients with a customized game plan to help clients with a strategy that seeks to provide financial growth.

Working with small businesses, Michael and his team offer a wealth of experience and know-how, helping business owners develop the retirement planning for both themselves and their employees while also helping to map out scenarios for a smooth and effective succession plan.

As an advisor to individuals, Michael provides a suite of services, giving each client a strategy to help them gain financial clarity to pursue to realize their personal and financial objectives, now and into the future.

  • Receive objective, independent advice
  • Develop a clear financial mindset
  • Be confident with greater financial clarity.
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Simplify Your Financial Life

Muhareb Wealth Management offers a full suite of financial services for individuals and organizations. As a boutique wealth services firm, we offer socialized services to small businesses that need help with the development, implementation, and oversite for retirement packages for both employees and owners.

MWM also offers advice and guidance for developing proper and effective succession planning that allows for a smooth transition when it’s time for the next stage of your organization’s development and growth.

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Schedule a Free Consultation

Everyone has their own financial needs and objectives. We offer a personalized service that always put our clients first. Book a consultation to discuss your specific financial goals so we can help create a plan that meets your objectives.