Mdx Wealth Management

MDX Wealth Management provides wealth management services to high-net-worth individuals, families, trusts, and retirement accounts. MDX Wealth Management works with clients to build personalized investment portfolios using stocks, bonds, exchange-traded funds, mutual funds, certificates of deposit, and money market funds. On a limited basis, MDX Wealth Management provides assistance with estate planning, tax strategies, and retirement planning. Investment advisory services are offered on both a discretionary basis, where the firm makes trades on your behalf, and a non-discretionary basis, where you approve trades before they are placed. The firm works with clients through a network of independently contracted investment advisor representatives across multiple states.