McAlvany Wealth Management LLLP (“MWM”) is a family owned and operated business, founded in partnership by David McAlvany and his father, Don McAlvany. Our office is located in southwestern Colorado, in the historic city of Durango. MWM is an investment advisory agency registered with the SEC, providing sound investment advice and portfolio management to individuals around the US.
 
It is our goal at MWM to enhance financial security and meaningfully increase the wealth of our clients, improving peace of mind and quality of life. At MWM, our clients are our highest priority. We will individually tailor investment plans to suit your financial goals, and will closely collaborate with you in order to fulfill and exceed your expectations for your investment portfolio. Honesty, integrity, and transparency are indispensable qualities in all of that our company does.
 
We share with our clients a worldview that recognizes possible future global and economic events that could create significant impacts in our clients’ personal finances. Our investment philosophy is based upon sound, time-tested values and investment strategies, and our wealth managers will work adaptively to global markets, long-term cycles and trends, current social issues, along with your own changing lifestyle and financial needs.
 
At MWM, we offer individualized financial planning, portfolio monitoring, research and market analysis, and client portfolios designed to help you reach your goals. Our goal is to employ strategies that will help you achieve your financial goals with the least amount of risk, but maximum amount of reward, thus increasing both wealth and peace of mind.