Metropolitan Wealth Advisors

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Metropolitan Wealth Advisors Asset Management, Financial Planning, Estate Planning Knowledge is the key to a successful financial future. (410)785-7564.

Our background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. We pride ourselves in getting to know each client so that we can understand their individual needs and what matters most to them. This helps us recommend products and strategies designed to meet their current needs, and more importantly, their future needs. We are licensed to sell insurance in: AL, AZ, CA, CO, CT, FL, OR, NH, NM, DE, MA, MD, MT, NC, NJ, NY, PA, RI, SC, TX, VA, WA, WV, DC. Securities licensed in: AL, AZ, CA, DC, CT, CO, OR, HI, DE, FL, GA, ID, IL, LA, MA, MD, MT, NC, NH, NJ, NM, NY, PA, SC, TX, VA, WA, WV. We are registered representative of and offer securities, investment advisory services, and financial planning through MML Investor Services, LLC, Inc., Member SIPC (www.SIPC.org). Metropolitan Wealth Advisors is not a subsidiary or affiliate of MML Investor Services, LLC, Inc., or its affiliated companies. Supervisory address; 11350 McCormick Road, Suite 200, Executive Plaza IV, Hunt Valley, MD 21031. James Lee CA Insurance license number 0C86528: domicile state, MD
Mike Achatz CA Insurance license number 0K799448: domicile state, MD
Mike Achatz AR 2848079: Insurance license number domicile state, MD
William Stanik CA Insurance license number 4527962: domicile state, MD
Garrett Conn CA Insurance license number 4120616: domicile state, MD

10/26/2026

U.S. stocks ended last week mixed as investors moved away from technology and communication services and toward more defensive areas of the market. Treasuries gained on safe-haven demand, while inflation concerns persisted and elevated borrowing costs continued to pressure housing. Dive into this week’s market perspective for more analysis and key takeaways.

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for plannin...
10/26/2026

Many tax-related decisions can be time-sensitive, making the months leading up to year-end an important time for planning. Whether you’re considering charitable giving, retirement savings, or other investment decisions, now may be a good opportunity to review your options and coordinate with your tax professional. Let’s connect.

Three things for an employee to look at if your ESOP company is sold:1️⃣ What does this mean for you financially? It’s i...
10/23/2026

Three things for an employee to look at if your ESOP company is sold:

1️⃣ What does this mean for you financially? It’s important to be clear on the details – price per share, deal structure, and your voting rights are all important considerations.

2️⃣ How and when you’ll get paid – this varies, so it is important to be clear on the details about vesting, payout timing, and form of payment to expect.

3️⃣ Taxes and distribution options – for many employees, this may be the largest sum of money ever received, so it’s important to understand how it is taxed and how it fits in your overall financial plan.

Don’t go it alone – I can help you understand these considerations and more. Let’s connect.

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/4izJc1hReady to start b...
10/22/2026

Check out this guide for tax-smart giving strategies to consider before year-end: https://bit.ly/4izJc1h

Ready to start building your plan? Reach out today.

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending,...
10/22/2026

The best financial lessons often start at home. As Halloween approaches, consider using candy budgets, costume spending, or trick-or-treat rewards as opportunities to teach children healthy money habits.

This Halloween, candy as currency can become a lesson on budgeting, market value, even taxes. This article covers suggested lessons parents can teach kids.

10/19/2026

Last week, stocks fell as technology and AI-related weakness outweighed resilience in defensive sectors. Treasury yields declined amid demand for safety, while persistent inflation and strong consumer spending added uncertainty around interest rates. Learn more about the market forces driving recent performance in this week’s perspective.

Many business owners spend years building value without knowing what their business may be worth today. Understanding th...
10/19/2026

Many business owners spend years building value without knowing what their business
may be worth today. Understanding the value of your business can help support growth, succession, and long-term planning decisions. Let’s start the conversation.

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your r...
10/15/2026

The 4% rule is a basic rule-of-thumb when it comes to retirement, but how can we make it better? Let’s talk about your retirement plan and how adding an annuity can help reduce your market risk.

Researchers compared four ways to turn a $1 million nest egg into retirement income, weighing lifetime payouts, liquidity, and money left for heirs and emergencies.

10/12/2026

Last week, Stocks rose as broad market gains and earnings optimism outweighed inflation concerns. Bonds also advanced, with Treasury yields easing modestly. Economic data was mixed, with a strong labor market offset by weaker consumer sentiment and persistent inflation pressures. Check out this week’s market perspective to learn more.

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

Address

6811 Benjamin Franklin Drive Suite 160
Columbia, MD
21046

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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