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.

You are unique. Your goals and needs should be the basis of any financial strategy you follow.
06/23/2026

You are unique. Your goals and needs should be the basis of any financial strategy you follow.

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

A clear legacy plan blends education, family structure, and coordinated tax, estate, and giving strategies to help wealt...
06/23/2026

A clear legacy plan blends education, family structure, and coordinated tax, estate, and giving strategies to help wealth endure across generations...

Wealth—whether built gradually over decades or accumulated more recently through a business, career success, or a liquidity event—doesn’t automatically become a lasting legacy. Here’s what we know from decades of real-world outcomes: without education, structure, and shared...

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
06/22/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

A Father’s Day message on steady financial habits, long-term planning, and a simple Q&A to help clients stay grounded th...
06/21/2026

A Father’s Day message on steady financial habits, long-term planning, and a simple Q&A to help clients stay grounded through market noise.

Father’s Day has a funny way of bringing back the little lessons that stick—how to change a tire without panic, why you measure twice and cut once, and the value of showing up consistently. Whether you’re a dad, have a dad, miss a dad, or simply have someone who taught you a...

Have you heard of the "Saver's Credit?" If you meet certain criteria, you could be eligible for up to a \$2,000 tax cred...
06/19/2026

Have you heard of the "Saver's Credit?" If you meet certain criteria, you could be eligible for up to a \$2,000 tax credit.

The journey into retirement requires a strategy. Check out these tax and investment strategies to help you grow your wealth.

Juneteenth is a time to reflect on the meaning of freedom, acknowledge the past, and recognize the strength and resilien...
06/19/2026

Juneteenth is a time to reflect on the meaning of freedom, acknowledge the past, and recognize the strength and resilience of Black communities.

We honor June 19 as a meaningful part of American history and its lasting impact today.

Mid-year may be an ideal time to set (or reset) your financial goals. In fact, the middle of the year is often viewed as...
06/18/2026

Mid-year may be an ideal time to set (or reset) your financial goals. In fact, the middle of the year is often viewed as a natural inflection point for evaluating progress toward current goals or the need for course correction...

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
06/18/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

Family financial lessons don’t have to be complicated to be meaningful. Three simple habits can make a lasting impact:•...
06/17/2026

Family financial lessons don’t have to be complicated to be meaningful.

Three simple habits can make a lasting impact:
• Saving
• Giving
• Talking openly about financial decisions

Over time, these moments can shape how children and grandchildren understand the wealth you’ve built, what it’s for, and how to steward it. To learn more, check out my latest blog at www.mpwstrategy.com/blog

Even the best retirement plans can be disrupted by unforeseen expenses. Learn about the five categories of costs that co...
06/17/2026

Even the best retirement plans can be disrupted by unforeseen expenses. Learn about the five categories of costs that commonly catch retirees off guard and how proactive planning can help you stay prepared.

Learn how to safeguard your retirement from hidden costs and surprises with helpful tips and retirement planning strategies.

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3000 Heritage Walk, Ste. 302
Milton, GA
30004

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