Our Firm

After spending over a combined decade in the financial services industry, MRM Private Wealth’s two Founding Partners realized the time was right for change. They saw an opportunity to create a new firm unbridled by conflicts of interest. Founding Partners Neal Patel and Kip Haines saw the potential to create a new business they could shape and propel in a hidebound industry.

The result is MRM Private Wealth, a new firm characterized by accountability, independence, innovation, transparency, and integrity. Fully embracing best interests, MRM PW offers a new model that melds deep commitment to client relationships with superior resources, sophisticated wealth advisory services, and investment strategies. Always driven by our clients’ best interests, MRM PW delivers customized, highly tailored, and experience-based service to our valued clients.

Independence has equipped us to operate exclusively on behalf of our clients. Free from constraint, we offer unrestricted access to outstanding opportunities, academic research and investing on a global basis — and thus, serve more effectively as our clients’ trusted financial professionals.

As an true independent firm, we avoid conflicts of interest that may be inherent in the traditional Wall Street model. Because we do not accept any undisclosed economic benefits from outside resource providers, clients are assured of consistently objective advice. Independence also facilitates transparency, particularly with respect to fees, and reduces limitations in areas such as performance reporting, custody, alternative investments, trust services and lending.

At MRM Private Wealth, we prioritize client-focused operations based on their best interests by distinctively managing advice, custody, and investment selection. As owners of an independent firm − and entrepreneurs − we are dedicated to elevating our clients’ experience to forge lasting relationships focused on achieving their long-term goals.

Our dedication and purpose must be beyond the expectation of personalized service and competence. We blend a dynamic mix of academic principals with skills and expertise. Our firm represents a center of stability and effective management to assist families with stewarding their wealth and accomplishing their personal, family and financial goals.

• Singular Focus - Private Wealth
  
• Facilitating Informed Choices for Improved Financial Decision-Making
• Simplify Financial Complexity
• Innovative Solutions
  
• High Touch - High Service
  
• Emphasis on Listening