About Us |
Mario Romano | CEO
Mario Romano CEO of MW Wealth Management expertise in the investment and financial advisory profession began with one of the big Wall Street firms in 1991. Ten years later, he founded MW Wealth Management (based in Colorado) as a way to concentrate on retirement planning. His vision as CEO of MW Wealth Management was to help families prepare for a worry-free retirement through the creation and conservation of their wealth. Today, as a leading retirement expert and personal wealth advisor to individuals, Mario provides integrated financial, tax, and investment strategies, retirement planning, estate and charitable planning.
Mario is a respected national speaker, Mario’s expertise and training in the arena of Elder Care Planning has led him to conduct numerous educational workshops throughout the country with a goal to educate, having a thorough knowledge about asset preservation &investment strategies, Mario speaks in more than 80 cities around the country on an annual basis with a real passion in developing strategies for clients to help them achieve their financial goals and most importantly, establish total financial peace of mind. Mario also publishes monthly financial newsletters that address concerns of retirees. “An Advisor must be dedicated to getting to know each client and their financial picture for the long term, so that we can be there for them as their dreams and financial goals evolve”. Mario honors all calls for a No Fee discussion of estate and retirement planning needs and objectives. Mario accepts calls at (719) 284-2428. |
Bill Fuhrman | President
Bill Fuhrman is President of MW Wealth Management a financial services firm focusing on Asset Protection and Wealth Preservation.
Bill started his Retirement Planning Practice in 1980; Bill has received a comprehensive education in financial and social issues facing people today. His professional backgrounds and no pressure approach have allowed Bill the opportunity to work with hundreds of clients in the areas of investing, tax planning, estate planning and Long Term Care. The demand for Mr. Fuhrman’s expertise and training in the arena of Elder Care Planning has led him to conduct numerous workshops for citizens throughout Florida. Bill’s real passion is developing strategies for clients to help them achieve their financial goals and most importantly, establish total financial peace of mind. Thus, has had the honor of working successfully with clients for many years with a particular focus on preservation of wealth strategies. Mr. Fuhrman is committed to achieving the following objectives for clients: maximum yields with minimum risk, safety of assets, and protection of life savings from catastrophic illness and nursing home expenses and reduction of taxes. Bill is dedicated to establishing long term relationships with all of his clients based on trust, credibility and confidence. Bill honors all calls for a No Fee discussion of estate and retirement planning needs and objectives. Bill accepts calls at his Florida office toll-free at 813-312-7891. Mr. Fuhrman has been in the Financial Services Industry since 1980. Mr. Fuhrman has been recognized as Million Dollar Round-Table qualifier who focus on estate planning, tax planning, and investment strategies with an emphasis on safety and preservation of capital and the issues of Long Term Care. Bill stresses the importance of people in their profession, having a thorough knowledge about changing tax laws, investment strategies, and the basics and perils of probate courts, Wills, asset preservation for their heirs through Trusts and more. Bill believes in the team concept of working with dedicated professionals. Attorneys, Accountants and other professionals are invaluable in managing client’s affairs. In summary, this burgeoning segment of the financial services industry requires a broad-based, balanced approach to estate planning and management. Bill believes ‘You’re not just a product salesman.” An Advisor must be dedicated to getting to know each client and their financial picture for the long term, so that we can be there for them as their dreams and financial goals evolve. |
Garrett Flicker | Advisor
We are thrilled to announce that Garrett Flicker has joined MW Wealth Management as our Professional Advisor specializing in elder care planning, retirement planning, and long-term care planning. With a strong focus on building long-lasting relationships, Garrett is committed to providing exceptional service and support to our clients.
As a seasoned professional in the industry, Garrett brings a wealth of knowledge and expertise to help navigate the complex world of financial planning. His dedication to understanding each client's unique needs and goals ensures that the solutions he provides are tailored to their specific circumstances. Whether you are planning for your retirement, seeking guidance on long-term care options, or looking for expert advice on elder care planning, Garrett is here to assist you every step of the way. With his extensive experience and genuine passion for helping others, he is the trusted advisor you can rely on for years to come. At MW Wealth Management, we strive to provide our clients with the highest level of service and personalized attention. With Garrett Flicker on board, we are confident that our commitment to excellence will be further strengthened. We look forward to introducing you to Garrett and working together to achieve your financial goals. Garrett Flicker Garrett@mwwealthmanagment.com 719-213-6422 |
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
Contact Us
CALL US
(719) 284-2428 |
Corporate Office
7222 Commerce Center Drive Suite 220 Colorado Springs, CO 80919 |
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