Welcome to the Metolius Wealth Management Group


We've created the Metolius Wealth Management Group because we all have the same values - a deep commitment to our clients and a desire to play an even more comprehensive and strategic role in our client's financial lives. Each member of our team brings a unique background and various strengths to the table (see " Our Team"). We are very excited about offering an expanded set of capabilities with new areas of specialization to our clients.

Our expanded capabilities include:
 
  • High level Wealth Management Planning with a unique focus on Retirement Income Strategies
  • Expanded Portfolio Management Capabilities
  • Fixed Income Specialization utilizing high quality individual bonds
  • Ongoing Tax Efficiency Reviews
  • Comprehensive Estate and Trust Reviews

Value statement

What does money mean in your life?  What shapes your attitudes and opinions about what you want from your money?  At the Metolius Wealth Management Group, we realize that you are a unique person who deserves an approach that is designed specifically for you.  That's why we make it a priority to get to know you-not just as an investor but also as an individual with needs, desires, and attitudes that don't always fit neatly into the industry-standard financial plan.  The Metolius Wealth Management Group operates what we call a "family office" for our clients-where our team is involved in the myriad of financial decisions that come up in our client's daily lives.


Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call me with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2018.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2018
Fair Market Value Statement January 31, 2018
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 15, 2018
REMIC Tax Information Summary March 15, 2018
Revised Tax Information Summary (Forms 1099) On or about March 17, 2018

Global Insight: The year of the tariff

Markets have been re-introduced to volatility this year by way of a barrage of macro risks. Protectionism is one of the most cited culprits. RBC Global Asset Management’s chief economist looks at how the “year of the tariff” could play out.  Read the full economic outlook in the latest edition of Global Insight.


Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions, and their assets.

Meet the team

The Metolius Wealth Management Group is committed to our client's security, success, and fulfillment.  With over 82 years of combined industry experience in our group, our goal is to be our client's most trusted advisor and ultimate resource for their personal, family, and business needs.


 

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