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INVESTMENT MANAGEMENT

Navigating today's complex investment landscape requires a personalized approach.

We partner with clients to work towards their evolving financial goals. By carefully considering your unique risk tolerance, return expectations, time horizon, and income needs, we craft tailored investment strategies. We believe our market insights and asset allocation set us apart. 

Schedule your free consultation and let us work together to build a portfolio that supports your financial future.

Doing Jigsaw Puzzle

The Power of Asset Allocation


We believe diversification is key to managing investment risk. By combining different asset classes, asset allocation helps balance potential returns with risk tolerance.


As a fiduciary, we construct personalized investment portfolios to align with your specific goals and risk profile. Our approach emphasizes diversification and risk management to help you navigate market complexities.
Let's work together to build a portfolio that supports your financial future.

 


Investing involves risk. There is no guaranteed investment strategy or asset allocation that can prevent losses or outperform the market. Past performance is not indicative of future results.

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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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