Why we exist to serve in Orange County, CA and beyond.
We founded M&M Wealth Associates because we saw too many hardworking people earning a good living while still feeling uncertain about retirement, investments, insurance, and long-term financial decisions.
Financial planning often feels overwhelming, confusing, or overly complicated. We believe people deserve a place where education comes first and recommendations are built around their goals, values, and unique circumstances.
Our mission is simple: help people make informed financial decisions and leave them in a better position than when we first met.
Why we exist to serve in Orange County, CA and beyond.
We founded M&M Wealth Associates because we saw too many hardworking people earning a good living while still feeling uncertain about retirement, investments, and long-term financial decisions.
Our mission is simple: help people make informed financial decisions and leave them in a better position than when we first met.
Michael Henry is a Certified Retirement Counselor and Co-Founder of M&M Wealth Associates. Michael specializes in retirement income planning, wealth management, risk analysis, and financial education. He is known for helping clients simplify complex financial decisions and build retirement strategies with greater clarity and confidence.
Areas of Focus
Michael Henry is a Certified Retirement Counselor and Co-Founder of M&M Wealth Associates. He specializes in retirement income planning, wealth management, risk analysis, and financial education.
He is passionate about helping clients simplify complex decisions and build retirement strategies with greater clarity and confidence.
Areas of Focus
“My mission is to change the retirement readiness statistic in America by blending clarity, empathy, and strategy.”
Matthew Wu is a Certified Retirement Counselor, MBA, and Co-Founder of M&M Wealth Associates. Matthew specializes in wealth management, business owner planning, real estate-related strategies, and estate planning coordination. His multidisciplinary background helps clients evaluate how various financial decisions work together in support of long-term goals.
Areas of Focus
Matthew Wu is a Certified Retirement Counselor, MBA, and Co-Founder of M&M Wealth Associates. He specializes in wealth management, estate planning coordination, business planning, and real estate-related strategies.
His approach focuses on helping clients align financial decisions with their long-term goals.
Areas of Focus
“Wealth is not just about pursuing growth. It’s about creating a balance that helps you feel confident about your future.”
Conference presentations, educational workshops, media appearances, and community engagement are an important part of our commitment to financial education.
Sharing financial education through speaking engagements, media appearances, and community involvement.
We take our role seriously and are committed to helping clients make informed decisions.
Honest conversations and transparent guidance are at the center of what we do.
We believe clients deserve clear communication and a full understanding of their options.
Every client’s situation is unique and deserves to be understood.
We continuously strive to improve the experience and value we provide.
Helping clients make informed decisions.
Honest conversations and transparent guidance.
Clear communication and informed decisions.
Every client’s situation deserves understanding.
Continuously improving the value we provide.
We believe financial guidance should be educational, personalized, and centered around long-term relationships. These principles guide every conversation and recommendation we make.
We believe informed decisions lead to better outcomes. That’s why we focus on helping clients understand their options before making important financial decisions.
No two financial situations are exactly alike. Our recommendations and planning conversations are tailored to each client’s unique goals, priorities, and circumstances.
We focus on building lasting partnerships, not one-time transactions. Our goal is to be a trusted resource as life, goals, and financial needs evolve over time.
Through our professional network and partner fiduciary wealth management firm, clients may have access to additional planning and investment resources when appropriate for their needs and circumstances.
We believe financial guidance should be educational, personalized, and centered around long-term relationships. These principles guide every conversation and recommendation we make.
Helping clients understand their options before making important financial decisions.
Every recommendation is tailored to each client’s goals and unique circumstances.
Building trusted partnerships that evolve alongside life’s changes and milestones.
Providing access to additional planning resources when appropriate for a client’s needs and objectives.
Whether you’re planning for retirement, building wealth, protecting your family, or navigating important financial decisions, we’re here to help.
Whether you’re planning for retirement or seeking greater financial clarity, we’re here to help.
M&M Wealth Associates values your privacy and is committed to helping make your experience with our website safe, secure, and informative. This Privacy Policy explains how we collect, use, and share information you provide when accessing or using our website.
This website is intended for use by individuals who are at least 18 years of age and who are accessing the website from within the United States.
By using this website or submitting information through it, you acknowledge that:
This Privacy Policy is incorporated into and subject to the website’s Terms of Use.
We may collect both personally identifiable information (“PII”) and non-personally identifiable information (“Non-PII”).
Examples include:
Examples include:
For purposes of this Privacy Policy, both categories may be referred to collectively as “Information.”
We may collect information when you:
We may also automatically collect certain information through cookies, browser information, analytics tools, and similar technologies.
Information automatically collected may include:
Cookies may be used to improve website functionality, personalize user experiences, and support website analytics.
Information collected through the website may be used to:
We may share information with service providers and business partners who assist us in operating our business and servicing client needs.
We may also disclose information when:
By submitting information through this website, you consent to being contacted through the information you provide, including by:
You may opt out of future promotional communications at any time.
To request removal from promotional communications, please contact:
M&M Wealth Associates
2900 S Harbor Blvd, Suite 225
Santa Ana, CA 92704
Phone: (714) 494-9515
Please allow up to 10 business days for processing. Administrative or legally required communications may still be sent when permitted by law.
We maintain reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, use, disclosure, alteration, or destruction.
However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
If a security incident occurs, we may notify affected individuals electronically when permitted by law.
If you believe website security has been compromised, please contact us at:
(714) 494-9515
M&M Wealth Associates reserves the right to update or modify this Privacy Policy at any time.
Changes become effective immediately upon posting to the website. Continued use of the website constitutes acceptance of any updated Privacy Policy.
If you have questions regarding this Privacy Policy, please contact:
M&M Wealth Associates
2900 S Harbor Blvd, Suite 225
Santa Ana, CA 92704
Phone: (714) 494-9515