MPW Strategy

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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.

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where ...
10/23/2026

The AI trade isn't ending. It's expanding. Cetera's latest commentary examines what's driving the recent selloff, where they see opportunities emerging, and why staying invested still matters.

The AI trade isn't ending. It's expanding. Our latest commentary examines what's driving the recent selloff, where we see opportunities emerging, and why…

Your ideal retirement may differ from reality, but we can work together to better align the two.
10/23/2026

Your ideal retirement may differ from reality, but we can work together to better align the two.

How does your ideal retirement differ from reality, and what can we do to better align the two?

Retirement spending is about understanding which purchases mean the most to you, and which just cost money. Learning the...
10/22/2026

Retirement spending is about understanding which purchases mean the most to you, and which just cost money. Learning the difference can help you relax as you spend the savings you’ve worked hard for. To learn more, check out my latest blog at www.mpwstrategy.com/blog

The financial risks to consider when evaluating self insurance?
10/22/2026

The financial risks to consider when evaluating self insurance?

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Do you have a will? Is it updated?
10/21/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

For most of your working years, the formula was pretty straightforward: earn, save, repeat. You lived on less than you m...
10/21/2026

For most of your working years, the formula was pretty straightforward: earn, save, repeat. You lived on less than you made, you tried not to get too fancy, and you let time do its quiet compounding work...

For most of your working years, the formula was pretty straightforward: earn, save, repeat. You lived on less than you made, you tried not to get too fancy, and you let time do its quiet compounding work. Then retirement shows up and changes the rules of the road...

Ready to retire? Prepare with these key questions for those ready to take the big step.
10/20/2026

Ready to retire? Prepare with these key questions for those ready to take the big step.

Key questions to answer when you are considering retirement.

Read the latest issue of Financial Watch here:
10/19/2026

Read the latest issue of Financial Watch here:

You can do everything right online and still end up on a spreadsheet you never agreed to be part of. In this month's Financial Watch, learn how to respond…

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate ...
10/19/2026

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate guidance, earnings revisions, market breadth, and the latest signals from Cetera's weekly chartbook.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to he...
10/19/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

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3000 Heritage Walk, Ste. 302
Milton, GA
30004

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