Personalized Solutions
At Mabee Wealth Management Group, we consult with each and every client to better understand their needs and goals, and then design a personalized plan to illuminate the path forward. Bryan’s team currently offers this service through discretionary management and fee-based advisory.
Simplifying your life
Bryan’s discretionary management system is fine-tuned to help reach each individual client’s goals. As a client, you won’t have to lift a finger and can live worry free that we are taking care of your wealth as if it was ours.
Our fee-based advisory program allows us to offer our clients who want to remain more involved in their investments a second set of eyes who will monitor their portfolio and provide advice to help eliminate unwanted risk and achieve your goals.
Our purpose
Our team believes being patient and acquiring high-quality investments are the keys to long-term financial success. Our approach is aligned with National Bank Financial - Wealth Management's commitment to meeting all of our clients' needs.
Our approach
Whether you are a client or a prospect, and whatever your financial management needs, we are here to offer you personalized support.
Our team is dedicated to contributing to your financial success. We'll find solutions to help you achieve your goals.
