Financial Management

Mass Mutual Arizona
17550 N. Perimeter Dr. Ste: 450
Scottsdale, AZ
85255
Matthew Lowery

360° WEALTH MANAGEMENT

Investment Consulting
• Risk Evaluation
• Asset allocation
• Portfolio performance analysis
• Assessment of the impacts of costs
• Impact of taxes on portfolio
Advanced Planning
• Wealth Enhancement – tax mitigation and cash flow planning
• Wealth Transfer – transferring wealth effectively between family generations
• Wealth Protection – risk mitigation through legal structures and insurance
• Charitable Giving – maximizing the impact to charities as well as tax benefits
Relationship Management

We manage not only the ongoing planning and progress assessment with clients but also collaborate with a network of professionals and specialists to deliver tailored solutions and ideas to clients.

MassMutual Arizona
480-538-2943