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Our Mission and Values. Welcome to May Wealth Management Group. May Wealth Management Group is an independent financial services firm dedicated to partnering with you to help you pursue your dreams today and tomorrow. We invite you to learn about our private wealth management services and how we can provide you with confidence as you strive to grow and preserve your wealth, prepare for retirement, and build your legacy for future generations through tax and estate planning strategies. Integrity is the ha...

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Sheri May

2151 S. Co●●●●●●●●●●Suite #204

Sant●●●●aria , California, 93449

United States

1.80●●●●0802

sh●●●●●●●@lpl.com

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Sheri May

2151 S. Co●●●●●●●●●●Suite #204

Sant●●●●aria , California, 93449

United States

1.80●●●●0802

sh●●●●●●●@lpl.com

View this contact

Sheri May

2151 S. Co●●●●●●●●●●Suite #204

Sant●●●●aria , California, 93449

United States

1.80●●●●0802

sh●●●●●●●@lpl.com

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Our Mission and Values. Welcome to May Wealth Management Group. May Wealth Management Group is an independent financial services firm dedicated to partnering with you to help you pursue your dreams today and tomorrow. We invite you to learn about our private wealth management services and how we can provide you with confidence as you strive to grow and preserve your wealth, prepare for retirement, and build your legacy for future generations through tax and estate planning strategies. Integrity is the ha...

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Home | May Wealth Management Group | maywealth.com Reviews

https://maywealth.com

Our Mission and Values. Welcome to May Wealth Management Group. May Wealth Management Group is an independent financial services firm dedicated to partnering with you to help you pursue your dreams today and tomorrow. We invite you to learn about our private wealth management services and how we can provide you with confidence as you strive to grow and preserve your wealth, prepare for retirement, and build your legacy for future generations through tax and estate planning strategies. Integrity is the ha...

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maywealth.com

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Our Process:

http://www.maywealth.com/p/our-process

Our Mission and Values. Personalized, Comprehensive, Consultative. May Wealth Management Group works closely with you throughout our four-step planning process to chart and help guide you along a path toward financial independence that is aligned with your particular requirements now and evolving needs in the future. 8211; Good plans shape good decisions, which is why we take the time to make sure you fully understand and are satisfied with our recommendations. After shaping identifying and shaping y...

2

Estate & Tax Strategies

http://www.maywealth.com/p/estate-tax-strategies

Our Mission and Values. Estate and Tax Strategies. Preserving wealth from one generation to the next can be complex and time-consuming. Guidance from a competent, experienced advisor who knows you well helps ensure that your financial success is shared with your family, friends and the charitable organizations you designate according to your wishes. Will and trust planning often includes many non-monetary considerations that need to be documented or communicated to loved ones. Financial planning services...

3

Estate | May Wealth Management Group

http://www.maywealth.com/resource-center/estate

Our Mission and Values. Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they're carried out – even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so. Safeguard Your Digital Estate. Principles of Preserving Wealth. Charitable Giving: Smart from the Heart. Probate can...

4

Financial Planning

http://www.maywealth.com/p/financial-planning

Our Mission and Values. We work with you to develop a comprehensive, personalized strategy to help you pursue your most important financial objectives. Our customized plans are tailored to reflect your specific life circumstances and goals, taking into account your current and future income needs, liquidity, time frame and risk tolerance. For the Daily Market Blog Post. Check the background of your financial professional on FINRA's BrokerCheck. 2151 S. College Dr.

5

2015 Midyear Outlook | May Wealth Management Group

http://www.maywealth.com/p/lpl-2015-midyear-outlook

Our Mission and Values. Midyear Outlook 2015 Publication. For the Daily Market Blog Post. Check the background of your financial professional on FINRA's BrokerCheck. Financial planning services offered through May Wealth Management Group, a registered investment advisor and separate entity of LPL Financial). The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, AZ, GA, LA, OR, TX, UT, VA, WA.

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Home | May Wealth Management Group

Our Mission and Values. Welcome to May Wealth Management Group. May Wealth Management Group is an independent financial services firm dedicated to partnering with you to help you pursue your dreams today and tomorrow. We invite you to learn about our private wealth management services and how we can provide you with confidence as you strive to grow and preserve your wealth, prepare for retirement, and build your legacy for future generations through tax and estate planning strategies. Integrity is the ha...

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Andrew May – Investment Advisor

Life On your terms. It starts with a plan that works for you. Because building wealth is about more than just achieving life’s financial goals, it’s about opportunity and peace of mind. When you want to transform your wealth, experience matters. With over 20 years in the financial services industry, Andrew May is prepared to help create greater financial opportunity for you and your family. His formula is simple an unparalleled commitment to the success of each and every client. Your success starts here.

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