Complimentary Portfolio Review

The best way to learn about MDS Wealth Advisors, LLC is by having Matt Sauer perform a complimentary analysis of your current investments. This will give you the opportunity to speak with him further, and to better understand his investment philosophy as it relates to your personal portfolio. He would simply review your current holdings, provide insight on funds that are doing well, those that are not performing as they should be and offer suggested funds to replace the laggards. If after your discussions, you should feel that Wealth Management may be an appropriate solution, we can discuss the simple process of becoming a client.

To begin the complimentary review, please complete the short questionnaire below. This form will give us a basis of understanding regarding your goals and objectives.  Once we receive the completed form we will contact you and have a brief discussion to better understand your needs. In order to have a most beneficial conversation, it will be helpful for Matt to have a list of your current holdings or a copy of your current investment statements. You may list them in the additional comments box below. If you prefer, you can email your holdings to matt@mdswealthadvisors.com, or mail them directly to us:

MDS Wealth Advisors, LLC
1166 Main St.
Williamstown, MA 01267. 

After a discussion of your current portfolio, Matt will create a portfolio proposal. If you are in agreement, Matt will begin the management of you portfolio based on the agreed upon terms. Remember, the initial complimentary review comes with no obligation. The portfolio can be rebalanced at any time. We continually monitor the markets, and make any necessary adjustments to our client portfolios as we deem necessary. Likewise, communication being of utmost importance in our client partnerships, if at any time a life changing event occurs, we are happy to make adjustments suitable to meet whatever need arises. We pride our selves in a truly customized investment portfolio for each and every client we partner with.

Please be certain, security is of utmost importance. Any and all information submitted will be held in the strictest of confidence. All responses submitted in this form are sent directly to Matt for review.

We appreciate the opportunity to discuss our services with you and are hopeful that a partnership with us will be beneficial to you and your family.