M&R Capital Management

M&R Capital Management, Inc. is a wealth management firm based in Summit, NJ. We serve individuals, small businesses, endowments, & nonprofits. The company is made up of a team of investment professionals who have decades of experience in implementing innovative investment strategies and providing financial advice.

Investment Planning

These are fully customizable investment planning services for the needs of every client. M&R Capital can design, implement, and manage custom solutions on an individual basis.

College Education Planning

We guide clients through the complicated process of planning for education expenses. Our experienced advisors will help you navigate through taxes, tuition, and the different structures for education plans.

Financial Planning

M&R believes clients can best realize their goals and objectives through the creation of a complete and confidential financial plan. Our approach to wealth management incorporates a thorough analysis of the current situation and the development of strategies and alternatives for review and discussion.

History

Disclosure: M&R Investment Management, Inc. (“M&R”) is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration with the SEC as an investment adviser should not be construed to imply that the SEC has approved or endorsed qualiﬁcations or the services M&R offers, or that or its personnel possess a particular level of skill, expertise or training.

M&R mainly provides investment advice to individual investors. All information provided herein is subject to change. Investment advice and financial planning services are provided by M&R. M&R is not affiliated with any of its custodians including:

Schwab Advisor Services or Pershing Advisor Services.