Maxwell Locke & Ritter's affiliate ML&R Wealth Management is a Registered Investment Advisor dedicated to helping clients achieve their financial goals through a well thought out wealth management plan. We believe that managing wealth is about more than acquiring assets and making investments, it's about you. Our consultative wealth management process focuses on your unique needs, goals and objectives, offering a personalized approach centered on you, the individual, not the investment. We provide the following wealth management services for a limited number of high net worth individuals, trusts, and non-profit organizations:

• Customized Portfolio Design & Implementation
• Estate & Education Planning
• Retirement Planning
• Succession Planning
• Wealth Management