Mw Investment Strategy

Rhett Beal is a financial advisor at Mw Investment Strategy with 11 years of industry experience. He holds a Series 65 credential and has worked at Citadel Family Insurance Solutions LLC as Vice President and Licensed Agent since 2023, in addition to his role at Mw Investment Strategy since 2022. His prior experience includes nine years at Van Hulzen Asset Management, LLC. Mw Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses, using diversified model portfolios with a tactical overlay. The firm generally exercises discretionary authority, emphasizes loss-threshold risk management, and coordinates with clients’ insurance, tax, and legal advisers.

Craig Vanhulzen is a financial advisor at MW Investment Strategy with 27 years of industry experience. He has been with Van Hulzen Asset Management since 1998. Vanhulzen holds Series 63 and Series 65 licenses. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm serves 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 for asset allocation adjustments.

Jarrod Jacobi is a financial advisor at MW Investment Strategy with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Van Hulzen Asset Management, Wells Fargo Clearing, and Waddell & Reed. MW Investment Strategy provides investment management and financial planning to individuals, family partnerships, trusts, and closely held businesses. The firm implements client strategies through diversified model portfolios primarily composed of low-cost mutual funds and ETFs, emphasizing discretionary management and loss-threshold risk controls.

Bradley Nicholson is a CFP® certificant with 21 years of industry experience. He has been with MW Investment Strategy since 2016 and worked at Van Hulzen Asset Management, LLC from 2005 to 2019. MW Investment Strategy provides investment management and financial planning services to individuals, family partnerships, trusts, and closely held businesses. The firm uses diversified model portfolios primarily composed of low-cost mutual funds and ETFs, with a tactical overlay and an emphasis on risk management.

Martin Weil is a CERTIFIED FINANCIAL PLANNER™ professional with 29 years of industry experience. He has been with MW Investment Strategy since 2016. MW Investment Strategy provides investment management and financial planning services 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 with a tactical overlay and emphasizing risk management.

Paul Nederveld is a financial advisor at MW Investment Strategy with five years of industry experience and holds a Series 65 designation. His prior roles include positions at Van Hulzen Asset Management and Holt of California. MW Investment Strategy provides investment management and financial planning services to individuals, family partnerships, trusts, and closely held businesses. The firm uses diversified model portfolios primarily composed of low-cost mutual funds and ETFs, applying a tactical overlay and emphasizing risk management through discretionary authority while coordinating with clients’ insurance, tax, and legal advisers.