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We are a privately held company in Germantown, MD.

MY Wealth Management, Inc. is an independent Registered Investment Advisory (RIA) firm based in Maryland. We help individuals and couples age 50 and older to develop personalized retirement plans that coordinate income, address tax considerations, and align investments with long-term goals. Our team focuses on guiding clients through the transition from working years into retirement, helping them navigate the financial decisions that come with this stage of life. Advisory services offered thro...

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  • Wed 9:00 AM - 5:00 PM
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