About Us
M&M Wealth Associates was founded with the mission to serve and protect families’ wealth across the country via financial education and comprehensive planning. The team at M&M Wealth Associates put client’s needs first and follow the Golden Rule: “Treat others how you want to be treated.” This simple rule, combined with their professionalism, in-depth knowledge, and strong sense of fiduciary duty, Michael, and Matthew have built a strong reputation to provide the utmost care and have continued to earn their client’s trust and loyalty year after year.
CA Lic #0N10513
CA Lic #0M09342
Let Us Protect Your Future
RETIREMENT PLANNING
We can show you various ways to save for retirement including various IRA, simple 401k, and insurance avenues to ensure you are secure about your retirement outlook and game plan.
WEALTH PRESERVATION
Whether you are planning for your grandchildren or family beyond the last frontier of life, MMWA is here to help you preserve and keep your money in the family.
Life insurance solutions
MMWA specializes in various Life insurance solutions: permanent family protection, wealth transfer, mortgage protection, As-Tax Shelter, Cash Value Plans, Term Insurance, and more.
FINANCIAL LITERACY
We are dedicated to initiatives and activities that promote financial literacy, especially when it comes to saving for retirement and establishing a foundation for personal financial security.
401k/TSP/403b Rollovers
Thinking about rolling over your 401k into a new investment or savings account? Or you are leaving your job and you are not sure what to do with your TSP, if anything? Consult with us and we can show you some options.
COLLEGE SAVINGS
We can show you ways to save for your children’s education or college fund that provide more flexibility and potentially more benefits than a standard 529 Plan.
TESTIMONIALS
Greg and Tasha have two children ages 4 and 7. They have been busy working and just trying to make ends meet. They have a mortgage, car payment, and no retirement or savings account.
Michael and Vicky have a total of 6 grandchildren. It was important for them to provide colleged funding for all of them. Additionally, they wanted to leave a legacy for their 3 (older) children.
Barry is a single 45 year old man who works as a landscape architect. He is looking for a robust retirement plan and doesn’t care much about life insurance.
Gary and Melissa are a retired couple who were both concerned about how long their money would last, especially given the volatility of the markets in recent years.
GET IN TOUCH
Schedule a complimentary financial analysis.
Please fill out the form on the left and press the submit button. We will respond within 1 business day (if not the same day!)
M&M Wealth Associates
Monday-Saturday 9am-6pm
(714) 494-9515
2900 S. Harbor blvd, ste 225
santa ana, CA 92704
First Financial Security