Thank you!

Thank you for your interest in a Discovery Visit with an Advisor on our team. You will be asked to complete a series of questions below to help us understand your current financial situation. Please note, if you start the electronic questionnaire below, you will NOT be able to stop and save the information.  If you are not prepared to complete the online form now, please click the button below to download the MWM Financial Questionnaire PDF. Once you have filled it out, please scan the completed file and use the Secure File Upload link below to return the completed questionnaire to us so we can better prepare for our Discovery Visit! Once received, someone from our office will be contacting you by email to schedule a time to meet with a member in person, over the phone or via Zoom. Please don't hesitate to give us a call at 480-550-6556 or send us an email at if you have any questions. We can't wait to visit with you!

Financial Questionnaire