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HIGH NET WORTH PLANNING

Our comprehensive financial planning services are tailored to high-net-worth individuals seeking experienced guidance. We offer personalized strategies to help you:

 

  • Work to optimize wealth: Through tax planning, investment management, and estate planning.
     

  • Mitigate risks: By identifying and managing potential threats to your financial security.
     

  • Fulfill your goals: Whether growing your wealth, preserving your legacy, or making a meaningful impact through charitable giving.


We are dedicated to providing exceptional service and building long-term partnerships. Together, we can navigate the complexities of wealth management. 

 

Schedule your free consultation and let us guide you in protecting, growing, and preserving your financial legacy. 

Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

As a fiduciary, we are obligated to prioritize your financial well-being. We seek to serve as your family’s wealth steward, offering comprehensive strategies tailored to your unique needs. Our services encompass financial planning, tax efficiency, and investment management, to help ensure your financial affairs are coordinated seamlessly.

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*The information in this material is not intended as tax or legal advice. M&M Wealth Advisory does not offer tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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1738 Elton Rd, Suite 312

Silver Spring, MD 20903

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Phone: (301) 828-2605
Fax: (301) 637-0232

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Info@MMWealthAdvisory.com

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STRATOS FORM CRS

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​​​Privacy Policy

Accessibility Statement

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners and M&M Wealth Advisory are separate entities.

 

The M&M Wealth Advisory site is limited to the dissemination of general information pertaining to its services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the M&M Wealth Advisory web site on the Internet should not be construed by any consumer and/or prospective client as a solicitation by M&M Wealth Advisory to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

Investments involve risk including loss of principal and unless otherwise stated, are not guaranteed. The investment returns and principal value of the portfolio will fluctuate so that the value of an investor’s account, when redeemed, may be worth more or less than their original value.

 

Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended Stratos), will be profitable or equal any historical performance level(s). Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). If you have any questions regarding the information on this website, please consult with your financial advisor.  No strategy assures success or protects against loss.

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© 2025 M&M Wealth Advisory LLC. All Rights Reserved.

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