MW Investment Strategy

Rhett Beal is a financial advisor at MW Investment Strategy in El Dorado Hills, California, with 11 years of industry experience. He holds a Series 65 designation and has prior experience at Van Hulzen Asset Management, LLC, where he worked for nine years. In addition to his advisory role, he serves as Vice President and a licensed agent at Citadel Family Insurance Solutions LLC, offering various insurance products. MW Investment Strategy provides investment management and financial planning services to individuals, family partnerships, trusts, and closely held businesses. The firm employs diversified model portfolios primarily composed of low-cost mutual funds and ETFs, with a tactical overlay, and emphasizes loss-threshold risk management while coordinating with clients’ insurance, tax, and legal advisors.

Craig Vanhulzen is the sole advisor at MW Investment Strategy in El Dorado Hills, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Van Hulzen Asset Management since 1998. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm serves a diverse client base including employed and retired individuals, working couples, small business owners, and other professionals, using broadly diversified model portfolios focused on low-cost mutual funds and ETFs, with a tactical overlay and an emphasis on loss-threshold risk management.

Jarrod Jacobi is a financial advisor at MW Investment Strategy with 28 years of industry experience. He holds the Series 63 and Series 66 designations. His prior roles include positions at Van Hulzen Asset Management and Wells Fargo Advisors. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm employs diversified model portfolios primarily composed of low-cost, no-load mutual funds and ETFs, with a tactical overlay to adjust asset-class weightings, and emphasizes loss-threshold risk management while coordinating with clients’ insurance, tax, and legal advisers.

Bradley Nicholson is a CFP® with 21 years of experience in the financial services industry. He has been with MW Investment Strategy since 2016 and has also worked at Van Hulzen Asset Management, LLC from 2005 to 2019. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm serves a diverse client base including employed and retired individuals, working couples, small business owners, and other professionals, using diversified model portfolios primarily composed of low-cost mutual funds and ETFs with a tactical overlay.

Martin Weil is a CFP® professional with 29 years of experience in financial advising. He has been with MW Investment Strategy since 1996 and currently serves as its sole advisor. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm serves a diverse client base including employed and retired individuals, working couples, small business owners, and other professionals, utilizing diversified model portfolios mainly composed of low-cost mutual funds and ETFs with a tactical overlay.

Paul Nederveld is a financial advisor at MW Investment Strategy with five years of industry experience. He holds a Series 65 designation and previously worked at Van Hulzen Asset Management and Holt of California. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm uses diversified model portfolios focused on low-cost mutual funds and ETFs, with a tactical overlay, and emphasizes risk management while coordinating with clients’ other advisers.