MAI Capital Management

Services Offered

• financial planning
• investment advisory
• tax planning
• wealth management
• family office administration

About

MAI Capital Management is a fee-based wealth management firm located in Charlotte, North Carolina. The firm provides comprehensive financial planning and investment advisory services tailored to individual client needs. Their team of investment, planning, and tax professionals collaborates to develop and implement customized financial plans. MAI Capital Management serves a diverse clientele, focusing on attentive client service and capital preservation while offering growth opportunities.

Reviews

Location

Business Information