Overview

The Madison Group is one of the largest independent financial firms in the United States dedicated to comprehensive wealth preservation. We specialize in providing affluent families, family offices, business owners, and key executives with exceptional, tax-efficient wealth transfer and business continuity strategies. We help our clients accomplish financial goals such as: • Values-based planning • Wealth transfer • Family business succession planning • Efficient charitable giving • Asset protection and wealth preservation Each person looks at the world through a unique set of eyes -- each has life experiences that form the fabric of their vision and values. Our entire business model was designed with this philosophy in mind. We create processes to facilitate a family’s personal plan, honoring their unique legacy. As seasoned financial professionals specializing in the unique needs of the affluent, we have the experience, knowledge and analytical proficiency to help your client families attain ultimate results with unprecedented efficiency. Securities offered through M Holdings Securities, Inc. A Registered Broker/Dealer, Member FINRA/SIPC. The Madison Group, Inc. is independently owned and operated. CA Insurance License #0746537 Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor its Associated Persons/Affiliates, and have not been reviewed by M Holdings Securities, Inc. as to accuracy or completeness. This material and the opinions voiced are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact me directly or consult another qualified professional. The testimonials/recommendations used may not be representative of the experiences of other clients, and they are not indicative of future performance or success.