Wealth Management

We will earn your trust and confidence

We believe wealth management involves more than just investments. In fact, it’s a comprehensive approach to every aspect of our clients’ finances. But it’s also a very personal process—one that requires a high level of trust and a great deal of communication. Rick MitchellManaging Director

Our ultimate responsibility as an investment adviser and fiduciary is to help our clients achieve their long-term investment and financial objectives. Establishing those objectives is often a difficult first step, but by working closely with our clients, we are able to formulate and implement a strategy designed to accomplish their goals.

As an independent, employee-owned investment advisory firm, we are solely devoted to the best interests of our clients. We have no affiliation with a broker or financial institution—an independence that allows us to invest on our clients’ behalf in an unbiased and transparent way, eliminating the use of potentially conflicting proprietary funds or products.

Many people pay far too much to have their money managed, often doing so without even knowing how much they are being charged. For this reason, another cornerstone of our approach to wealth management is a commitment to keeping fees and costs both low and transparent.

We take a holistic approach to wealth management, collaborating and regularly communicating not only with our clients and their families, but also with their accountants, attorneys and other financial professionals. This coordination helps us do our jobs better and allows us to simplify complex financial matters for our clients and their families.

In the end, we believe that wealth is maintained and grown by following a measured, consistent and long-term approach to investing. This philosophy may not be flashy and might conjure up images of a bygone era, but it is this very discipline that has allowed Mitchell McLeod Pugh & Williams to earn the trust of our clients and to establish ourselves as one of the largest investment advisory firms on the Gulf Coast.