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Empowering Your Financial Future: ML&R Wealth Management Joins Forces with Creative Planning
As we embark on a new chapter at ML&R Wealth Management, we’re thrilled to share an exciting development. After thoughtful consideration and diligent planning, we have decided to join forces with Creative Planning, one of the nation's leading wealth management firms. This decision was not made lightly. It is the culmination of our shared vision to enhance the services and value we provide to you, our esteemed clients.
Enhanced Capabilities for a Brighter Financial Future
Our transition to Creative Planning is a strategic move designed to elevate your financial planning experience. With Creative Planning, we gain access to a stronger platform and deeper resources across critical areas such as insurance, trust administration, estate planning, and more. This collaboration means we can offer you a scaled investment platform that includes enhanced access to alternative assets, a dedicated fixed income desk, and lower cost products. We are effectively broadening the horizon of possibilities for your financial growth, ensuring a comprehensive suite of financial services under one roof. The goal is to equip you with a more robust toolkit to navigate the complexities of the financial landscape.
Unwavering Commitment to Relationship Continuity
One of the core elements of our decision to partner with Creative Planning is the mutual commitment to maintaining the relationships we've built with you. We want to assure you that there will be no changes to your investment management fees. Furthermore, you will continue to receive the same personalized service from the team you've come to know and trust. Our meetings will still take place in our local offices, ensuring the continuity of the personal touch and understanding that has always characterized our interactions. Simply put, while our resources grow, our commitment to you remains unchanged.
A Partnership Rooted in Shared Values
At the heart of this transition are our shared values with Creative Planning. Both our firms are built on a culture of putting clients first, a commitment to ethical business practices, and a dedication to delivering exceptional service. By joining forces, we are not just expanding our capabilities, but also reinforcing our foundational belief that your interests are paramount. This alignment in values and business ethos is what makes this partnership not only logical but also promising for the future.
A Lasting Bond with Maxwell Locke & Ritter
After 27 incredible years with Maxwell Locke & Ritter, our bond remains unbreakable. This transition does not change the deep connection and respect we have for our origins. We are proud of our heritage and the journey we've shared. As we move forward with Creative Planning, we carry with us the values and lessons that have shaped us. Maxwell Locke & Ritter has been an integral part of our story, and they will always hold a special place in our hearts as we continue to grow and evolve.
As we move forward with this transition, We want you to know that your trust and confidence in us have always been, and always will be, our most valued asset. We believe that this new partnership with Creative Planning will open up a world of opportunities for your financial journey, and we are excited to embark on this journey with you.
Thank you for your continued trust and support. We look forward to continuing to serve you with even greater resources at our disposal, and to achieving new heights together.
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