MDS Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$26,986,241
Clients
22
Advisors
2
of 3 employees
About
MDS Wealth Advisors, LLC provides discretionary portfolio management to high‑net‑worth individuals and pension or profit‑sharing plans, charging asset‑based fees and preparing individualized Investment Policy Statements. The firm is small in scale—managing roughly $27 million across about two dozen client relationships—and delivers regular monitoring and quarterly reporting.
Its investment process emphasizes long‑term trading and applies a mix of fundamental, technical, cyclical and quantitative analysis within a modern portfolio theory framework, with portfolios tailored to each client’s risk tolerance. The adviser typically seeks discretionary authority to implement asset allocation and conducts at least monthly reviews of client accounts.
Two features set the firm apart from most peers: a principal also maintains a legal practice and may offer legal advice or services to clients, and the firm produces a subscription newsletter, the Mutual Fund Investment Guide, which it provides to advisory clients at no separate fee; both activities are disclosed as potential sources of conflict and clients are not required to use them. The firm also manages client assets internally rather than selecting third‑party managers and discloses receipt of custodian‑provided research and services that may benefit its advisory activities.
Client services
Expertise
Fee options
$0 - $150,000: 1.75% $150,001 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $750,000: 1.12% $750,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001+: 0.75%
Account minimum: $100,000 Minimum fee: $2,000 minimum annual fee
Main office
Williamstown MA
Advisors at this office
2
Most active in
Louisiana · Massachusetts · Texas · Vermont
Also doing business as
Mds Wealth Advisors · Mds Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Matthew S
Series 65
Williamstown, MA
MDS Wealth Advisors, LLC
Matthew Sauer is a financial advisor at MDS Wealth Advisors, LLC, holding a Series 65 credential with 20 years of industry experience. He is also the founder, president, publisher, and chief investment officer of Mutual Fund Investor Guide, LLC, a subscription-based financial publication providing educational and analytical content. Sauer practices law and occasionally offers related advice or products to clients outside of his advisory role. MDS Wealth Advisors offers discretionary portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a long-term trading approach, utilizing fundamental, technical, cyclical, and quantitative analyses alongside modern portfolio theory to guide investment decisions.
Matthew C
Series 65
Williamstown, MA
MDS Wealth Advisors, LLC
Matthew Cowie is a financial advisor with MDS Wealth Advisors, LLC in Williamstown, MA, holding a Series 65 designation and 10 years of industry experience. He has been with MDS Wealth Advisors since 2015 and is also associated with Mutual Fund Investor Guide, LLC. The firm provides discretionary portfolio management and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. MDS Wealth Advisors employs a long-term trading approach using fundamental, technical, cyclical, and quantitative analysis alongside modern portfolio theory.
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