MPW Strategy

MPW Strategy Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. MPW Strategy and Cetera are not affiliated.

MPW Strategy is an independent wealth management firm that helps successful families, entrepreneurs, and multigenerational households align their wealth with the life they want with bespoke portfolios, tax-smart strategies, and a deeply personal approach. Registered Representative offering securities through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC)

, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. No offers may be made or accepted from any resident outside the specific states referenced. For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Wealth Services, LLC nor any of its representatives may give legal or tax advice

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, MPW Strategy makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

When was the last time you looked at the content of your portfolio? Steps to consider here.
09/02/2026

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:
09/02/2026

This Monthly Recap summarizes market performance, major events and news from August 2026. Read more here:

U.S. stocks returned to gains in August after the S&P 500 and Nasdaq Composite both ended negative the prior two months while the Dow Industrials capped a…

Just as every season brings change to nature, the years leading up to retirement bring a shift in what matters most. For...
09/02/2026

Just as every season brings change to nature, the years leading up to retirement bring a shift in what matters most. For a long time, the focus is on accumulation—how much you’ve saved, how consistently you’ve contributed, and whether...

Just as every season brings change to nature, the years leading up to retirement bring a shift in what matters most. For a long time, the focus is on accumulation—how much you’ve saved, how consistently you’ve contributed, and whether you’re “on track.”...

There are billions in unclaimed dollars in the US. Is some of that yours?
09/01/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

What will this week's economic data mean for rate hike odds? Join Chief Market Strategist Brian Klimke on this week's ep...
08/31/2026

What will this week's economic data mean for rate hike odds?
Join Chief Market Strategist Brian Klimke on this week's episode of as he breaks down key reports on manufacturing, services, employment, and Friday's closely watched jobs report. With the Fed meeting just two weeks away, markets will be looking to see whether the data strengthens or weakens the case for another hike.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.
08/31/2026

When dealing with a divorce, there are some secrets to dealing with the stress, especially when it comes to money.

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.
08/28/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Strong portfolios don’t fail all at once. They erode gradually. Inflation reduces what your wealth can buy. Taxes compo...
08/27/2026

Strong portfolios don’t fail all at once. They erode gradually.

Inflation reduces what your wealth can buy. Taxes compound in the background. Concentrated positions introduce risk that only shows up when conditions change.

Individually, these are manageable. Together, they can materially reshape long-term outcomes. Taking a step back to evaluate how these forces interact across your full balance sheet can reveal risks that performance alone will never show.

Check out my latest blog to learn more, at www.mpwstrategy.com/blog

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
08/27/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Celebrating the strength, dedication, and excellence of women who continue to break barriers and redefine what’s possibl...
08/26/2026

Celebrating the strength, dedication, and excellence of women who continue to break barriers and redefine what’s possible. Happy Women’s Equality Day!

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3000 Heritage Walk, Ste. 302
Milton, GA
30004

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