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 New York, New York. The firm provides comprehensive financial planning and investment advisory services tailored to meet the unique needs of each client. Their team of investment, planning, and tax professionals collaborates to develop and monitor personalized financial plans. MAI Capital Management serves individuals and families seeking to preserve capital while pursuing meaningful growth opportunities through a concierge-style approach.

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