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Welcome Wellington Wealth Strategies!

My Financial Coach > News > Welcome Wellington Wealth Strategies!

April 29th, 2024, Phoenix, AZMy Financial Coach (MFC) proudly presents Wellington Wealth Strategies as the newest addition to our esteemed selection of Subject Matter Experts (SMEs).

They are led by a team of seasoned professionals specializing in Tax Advantage Real Estate Transactions with a focus on investment management. For more information about Max Moritz and Wellington Wealth Strategies, visit their SME page here.

If you have any questions about our Subject Matter Expert (SME) partnerships or would like to get started with financial planning to see if one of our SMEs services may be of interest for you, schedule a call with us using the button below:

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About My Financial Coach

MFC provides financial-wellness programs to individuals with complex needs. The service is ideal for individuals who are a business or practice owner, have investments, multiple properties, have access to workplace benefits, etc. The CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals develop personalized financial plans to meet the physicians’s lifetime goals to ensure they and their families achieve maximum long-term results. The process can include consulting with qualified Subject Matter Experts to provide the best financial outcome for each client. Like and follow our pages on social media to keep updated on the news, or sign up for our monthly newsletter!

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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