MPW Strategy

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.

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the Ma...
06/01/2026

Markets are riding a nine-week rally, but a data-heavy week will test that momentum. With PMIs, job openings, and the May jobs report in focus, we are watching labor strength and inflation signals closely. The question: can the rally continue, or does volatility return? See what Chief Market Strategist Brian Klimke thinks in .

“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...

06/01/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Wealth alone doesn’t ensure continuity. Families focused on education and structure are better prepared for long-term s...
05/29/2026

Wealth alone doesn’t ensure continuity.

Families focused on education and structure are better prepared for long-term stewardship. Check out my latest blog to learn more, at www.mpwstrategy.com/blog

How can you help your family feel confident about the future? Talk to them. Discuss your financial values and plans.
05/29/2026

How can you help your family feel confident about the future? Talk to them. Discuss your financial values and plans.

Start a discussion with your adult kids about generational family finances. Share your retirement and financial goals.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
05/28/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
05/27/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Q&A on building a financially informed legacy: education, family structure, and using trusts or giving tools to support ...
05/27/2026

Q&A on building a financially informed legacy: education, family structure, and using trusts or giving tools to support long-term continuity...

Explore how to build a financially informed legacy beyond estate documents—through family financial education, simple governance, and intentional use of trusts and charitable giving so your long-term intentions stay aligned as life changes...

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. ...
05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, in .

“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...

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day ...
05/26/2026

Weddings add up fast. Use this calculator to map out your budget by category, set priorities, and see what your big day might really cost.

Estimate total wedding costs and see how different choices affect your overall budget.

A Memorial Day reflection with a practical Q&A on remembrance, generosity, and simple planning check-ins to support long...
05/25/2026

A Memorial Day reflection with a practical Q&A on remembrance, generosity, and simple planning check-ins to support long-term financial confidence...

Just as every season brings change to nature, Memorial Day arrives as a kind of hinge in the year—spring turning to summer, school calendars wrapping up, & families dusting off patio furniture with the optimism that this will be the year the cushion covers actually stay clean...

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3000 Heritage Walk, Ste. 302
Milton, GA
30004

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