We help you achieve clarity and confidence in retirement planning. Guided by our core values of Responsibility, Integrity, Transparency, Empathy, and Excellence. Discover our client success stories. We deliver personalized strategies that turn financial goals into lasting results.
Two visionaries, one mission: empowering retirement confidence.
Michael Henry is a Certified Retirement Counselor and co‑founder of M&M Wealth Associates. With nearly a decade of hands‑on planning experience, Michael has trained thousands of financial professionals at national conferences and built a social media following of over 225,000 across TikTok and Instagram. He specializes in retirement strategy, tax‑efficient planning, and legacy design, blending technical expertise with emotional intelligence to empower clients. Michael is pragmatic about risk, balancing downside protection with realistic growth opportunities, and is known for making complex financial concepts clear and actionable.
Advocates for clarity, consent, and sustainable action over hype or jargon
“My mission is to change the retirement readiness statistic in America by blending clarity, empathy, and strategy.”
Matthew Wu is a Certified Retirement Counselor, licensed real estate broker, and co‑founder of M&M Wealth Associates. With an MBA and a multidisciplinary background, Matthew integrates financial strategy, retirement planning, and real estate expertise to deliver holistic solutions. He is known for precision, empathy, and client‑centered guidance — helping professionals, families, and entrepreneurs protect their wealth, reduce tax burdens, and achieve long‑term confidence. Matthew’s approach emphasizes both protection and growth, ensuring clients have strategies that adapt to life’s changes while securing their future.
“I believe wealth is about protection and growth. Contrary to popular belief, it’s not just about chasing returns. It is finding the right balance that works for you that will make you feel confident.”
