Overview

Migration Wealth Management is a fee-only wealth management firm that specializes in providing fee-only financial planning and investment management to people in their 30s and 40s. Your 30s and 40s are a pivotal time in your wealth building journey. Unfortunately, those in this stage of life have largely been ignored by the wealth management industry. We want to help change that. We’re focused on long-term relationships, not transactions. A migration is a journey to a better place. We’re here to help you on yours.