MHM Wealth Management Group - Stifel

We are very proud to announce that both Kevin Murphy and Kyle Henriksen have been recognized individually as a Forbes Best-in-State Wealth Advisor. This is a testament to their continued dedication to clients, and the hard work they put in to achieve client's goals.

May your day be full of joy and light. Wishing you a very happy Easter from the MHM Wealth Management Group!

As we approach Easter, it's a great opportunity to remind our clients - don't put all your eggs in one basket.

In times of economic and geopolitical uncertainty, it is important to maintain a diversified portfolio across multiple asset classes.

If you would like assistance in determining your asset allocation plan, we invite you to contact our team.
https://www.stifel.com/newsletters/adgraphics/pdf/sf/Which-Asset-Class-is-Best.pdf

Wishing you a Happy St. Patrick's Day!

Best of luck to the teams traveling to Casper for State Basketball this weekend!

We will be rooting on our favorite ref and a 2010 state champion himself, Cole Montgomery.

Having an estate plan in place is important for anyone that has a home, a car, investments, real estate, a retirement plan, business interests, or personal property. Having an estate plan allows you to provide for the management of your assets while you are alive and how and to whom you would like your estate distributed at your death. If you are just starting to plan, these may be important questions to consider.

We are truly honored to have been named the top wealth management team in Wyoming on Forbes’ 2026 Best-in-State Wealth Management Teams list. Thank you to all our clients for your continued trust in our team! We are looking forward to another great year ahead.

Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.com/Newsletters/AdGraphics/Disclosures/Awards-Disclosures.pdf

We had a great Christmas party at Frank's Butcher Shop. The food was amazing as always. Thank you to all of our clients for your continued trust in our team!

2026 IRA & retirement plan limits are here!

Check out the full details here: https://livesocial.seismic.com/apSxiB

Before you wrap the gifts, wrap up your finances! Stifel Wealth Tracker helps you budget, track, and plan for a stress-free season. Download Stifel Wealth Tracker Today!

www.stifelwealthtracker.com
https://livesocial.seismic.com/a198A7