MAI Capital Management

Services Offered

• Financial Planning
• Investment Advisory
• Tax Planning
• Family Office Administration
• Financial Consulting

About

MAI Capital Management is a fee-based wealth management firm located in Newport Beach, California. The firm provides comprehensive financial planning and investment advisory services, focusing on developing tailored financial plans for individual clients. Their team consists of investment, planning, and tax professionals who collaborate to implement and monitor these plans. MAI Capital Management serves a diverse clientele, offering customized services in financial consulting, investment management, and family office administration.

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Business Information