Welcome to M&M Wealth Associates
We’re dedicated to helping protect your family’s wealth through financial education and comprehensive planning. Founded by Michael and Matthew, M&M Wealth Associates is known for exceptional care and trusted for consistently earning clients’ loyalty year after year.
Matthew Hien Wu
Michael Henry
100+
5,000+
24
Welcome to M&M Associates
For over 100 years of combined experience, we have been helping working professionals, families, and businesses achieve financial security and lasting prosperity. Our approach is rooted in ethics, holistic planning, and a commitment to always putting your best interests first. With us, financial planning isn’t just about numbers—it’s a personalized, human experience built on trust, empathy, and a deep understanding of what truly matters to you.
Save on Taxes
It’s not just what you earn—it’s what you keep. We help you minimize taxes, maximize savings and ensure more of your wealth stays with you.
Retire On-Time
After decades of hard work, your retirement should be secure. We create strategies to help you retire—and stay retired—and live the best life you can.
Build Generational Wealth
A strong legacy lasts beyond a lifetime. We help you protect and pass down wealth for future generations.
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Financial Services Approach
We provide holistic financial planning designed to help individuals, families, and businesses build and protect wealth with confidence. From retirement strategies and tax optimization to estate planning and legacy protection, we craft personalized solutions that align with your values and long-term goals.
1. Understand You
We take the time to truly understand your financial goals, values, and vision for the future. This ensures every strategy we create aligns with what matters most to you.
2. Plans & Options
With clarity and transparency, we present tailored financial solutions that fit your needs. You’ll explore options designed to maximize wealth, minimize taxes, and secure your legacy.
3. Take Action
A great plan means nothing without execution—we guide you through the next steps with confidence. From paperwork to implementation, we ensure every move is strategic and seamless.
4. Management
Building wealth is an ongoing process, and we’re here for the long haul. With expert monitoring and adjustments, your financial strategy stays optimized for changing markets and life events.
Our Services
We provide holistic financial planning designed to help individuals, families, and businesses build and protect wealth with confidence. From retirement strategies and tax optimization to estate planning and legacy protection, we craft personalized solutions that align with your values and long-term goals.
Retirement Planning
Infinite Banking
College Savings
Business Solutions
Estate Planning & Legacy Protection
Wealth Preservation & Growth
Insurance & Protective Solutions
Tax Optimization Strategies
What Clients Say
Case Studies
Address
2900 S. Harbor Blvd, Ste 225 Santa Ana, CA 92704
Phone
714-494-9515
info@mmwa.us