Mitchell Wealth Management Group, LLC
Investment Management Company
Why pick this one
Mitchell Wealth Management Group has served Winston-Salem and surrounding communities for more than 25 years, specializing in retirement income distribution and financial planning.
Best for
- Retirees needing monthly income distribution from 401(k), 403(b), IRA, or savings assets
- Clients with $500,000 or more in retirement assets
- Individuals seeking coordinated investment, estate, tax, and insurance planning
- Businesses needing employee or executive benefits
- Families planning education funding or multigenerational wealth transfer
Specialties
- retirement income distribution planning
- monthly income strategies from 401(k), 403(b), IRA, and savings assets
- retirement planning
- estate planning coordination
- tax management
- education funding
- employee and executive benefits
- profit-sharing, SIMPLE, and SEP plans
Certifications
- CFS
- CRPC
- AAMS
What makes them different
- Completely independent firm without a parent company
- Serving Winston-Salem and surrounding communities for more than 25 years
- Retirement income strategies designed for clients with $500,000 or more in retirement assets
- Coordinates estate planning with clients’ attorneys and tax advisors
- Serves both individuals and businesses
- Years in business
- 25
- Serves
- Winston-Salem
Distilled from this business's own website.
Contact & Location
- Address
- 514 S Stratford Road, Winston-Salem, NC
- Phone
- (336) 774-6535
- Website
- http://www.mitchellwealthmanagement.com/
- mdmitchell@mwmgrp.com
Services
- investment management
- financial planning
- retirement planning
- estate planning
- tax management
- risk management
- insurance planning
- education savings
- 401(k) planning
- employee benefits